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 | $191,963 | $57,016+236.7% | $84,966+125.9% | $80,856+137.4% |
| Participation rate | 31.9% | 56.3%-24.4pp | 67.5%-35.6pp | 67.6%-35.7pp |
| Annual return | 12.04% | 21.66%-9.6pp | 66.38%-54.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,619 | $1,798-9.9% | $2,727-40.6% | $2,755-41.2% |
| Participant deferral / active EE | $2,807 | $3,110-9.7% | $4,519-37.9% | $4,296-34.7% |
| Admin fee / account holder | $44,401 | $4,980+791.5% | $6,149+622.1% | $6,918+541.8% |