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 | $223,781 | $117,841+89.9% | $102,423+118.5% | $145,922+53.4% |
| Participation rate | 26.7% | 78.6%-51.9pp | 76.5%-49.8pp | 80.3%-53.6pp |
| Annual return | 13.58% | 31.65%-18.1pp | 29.32%-15.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,638 | $3,615-54.7% | $3,023-45.8% | $4,660-64.9% |
| Participant deferral / active EE | $3,245 | $5,731-43.4% | $5,053-35.8% | $6,688-51.5% |
| Admin fee / account holder | $26,958 | $13,326+102.3% | $9,451+185.3% | $13,397+101.2% |