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 | $219,608 | $93,571+134.7% | $135,903+61.6% | $75,163+192.2% |
| Participation rate | 64.3% | 75.2%-10.9pp | 81.9%-17.6pp | 67.2%-2.9pp |
| Annual return | 17.24% | 30.90%-13.7pp | 68.23%-51.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $3,323 | $3,537-6.0% | $4,856-31.6% | $2,670+24.5% |
| Participant deferral / active EE | $12,082 | $6,404+88.7% | $7,758+55.7% | $4,125+192.9% |
| Admin fee / account holder | $2,972 | $6,975-57.4% | $10,762-72.4% | $5,651-47.4% |