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 9-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 | $200,332 | $54,705+266.2% | $71,209+181.3% | $84,808+136.2% |
| Participation rate | 20.0% | 64.1%-44.1pp | 73.8%-53.8pp | 68.3%-48.3pp |
| Annual return | 18.54% | 35.90%-17.4pp | 282.51%-264.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $681 | $2,158-68.4% | $2,721-75.0% | $2,631-74.1% |
| Participant deferral / active EE | $2,455 | $3,030-19.0% | $4,175-41.2% | $4,212-41.7% |
| Admin fee / account holder | $302 | $4,863-93.8% | $5,349-94.4% | $7,344-95.9% |