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 | $203,647 | $127,065+60.3% | $113,168+80.0% | $142,382+43.0% |
| Participation rate | 53.8% | 79.2%-25.4pp | 76.6%-22.7pp | 80.1%-26.3pp |
| Annual return | 11.09% | 24.03%-12.9pp | 24.27%-13.2pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,275 | $3,442-63.0% | $2,975-57.1% | $4,299-70.3% |
| Participant deferral / active EE | $2,777 | $5,716-51.4% | $5,107-45.6% | $6,507-57.3% |
| Admin fee / account holder | $4,530 | $15,736-71.2% | $12,068-62.5% | $12,624-64.1% |