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 | $200,682 | $80,717+148.6% | $154,803+29.6% | $84,808+136.6% |
| Participation rate | 23.7% | 66.8%-43.1pp | 78.1%-54.4pp | 68.3%-44.6pp |
| Annual return | 16.58% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,224 | $2,761-55.7% | $4,305-71.6% | $2,631-53.5% |
| Participant deferral / active EE | $3,274 | $3,303-0.9% | $5,540-40.9% | $4,212-22.3% |
| Admin fee / account holder | $1,489 | $6,746-77.9% | $14,329-89.6% | $7,344-79.7% |