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 | $245,626 | $117,983+108.2% | $101,794+141.3% | $142,382+72.5% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.2%-6.7pp | 80.1%-17.6pp |
| Annual return | 18.82% | 36.92%-18.1pp | 30.53%-11.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,998 | $2,773-27.9% | $2,289-12.7% | $4,299-53.5% |
| Participant deferral / active EE | $3,492 | $4,714-25.9% | $4,084-14.5% | $6,507-46.3% |
| Admin fee / account holder | $1,287 | $10,433-87.7% | $8,777-85.3% | $12,624-89.8% |