See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,870 | $72,277+213.9% | $101,248+124.1% | $79,858+184.1% |
| Participation rate | 55.6% | 68.5%-12.9pp | 75.8%-20.3pp | 69.6%-14.1pp |
| Annual return | 19.24% | 22.30%-3.1pp | 46.47%-27.2pp | 31.71%-12.5pp |
| Employer contribution / active EE | $2,038 | $2,692-24.3% | $3,660-44.3% | $2,471-17.5% |
| Participant deferral / active EE | $3,732 | $3,282+13.7% | $4,370-14.6% | $3,740-0.2% |
| Admin fee / account holder | $4,250 | $4,400-3.4% | $5,945-28.5% | $5,306-19.9% |