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 3-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 | $203,646 | $70,606+188.4% | $53,898+277.8% | $142,382+43.0% |
| Participation rate | 40.0% | 63.7%-23.7pp | 55.0%-15.0pp | 80.1%-40.1pp |
| Annual return | 14.21% | 619.81%-605.6pp | 528.60%-514.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $945 | $1,202-21.4% | $932+1.4% | $4,299-78.0% |
| Participant deferral / active EE | $2,823 | $2,364+19.4% | $1,826+54.6% | $6,507-56.6% |
| Admin fee / account holder | $2,212 | $2,852-22.4% | $2,491-11.2% | $12,624-82.5% |