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 | $193,905 | $86,929+123.1% | $102,423+89.3% | $80,856+139.8% |
| Participation rate | 24.4% | 72.4%-48.0pp | 76.5%-52.1pp | 67.6%-43.2pp |
| Annual return | 13.10% | 18.88%-5.8pp | 29.32%-16.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,112 | $2,369-53.1% | $3,023-63.2% | $2,755-59.6% |
| Participant deferral / active EE | $3,277 | $4,118-20.4% | $5,053-35.2% | $4,296-23.7% |
| Admin fee / account holder | $1,684 | $8,049-79.1% | $9,451-82.2% | $6,918-75.7% |