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 | $202,394 | $69,515+191.2% | $86,874+133.0% | $85,850+135.8% |
| Participation rate | 60.3% | 66.3%-6.0pp | 71.6%-11.3pp | 69.3%-9.0pp |
| Annual return | 12.07% | 20.12%-8.1pp | 63.52%-51.5pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,522 | $1,880-19.0% | $2,495-39.0% | $2,565-40.6% |
| Participant deferral / active EE | $2,628 | $2,919-10.0% | $3,699-29.0% | $3,952-33.5% |
| Admin fee / account holder | $2,611 | $5,972-56.3% | $5,828-55.2% | $6,260-58.3% |