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 | $193,047 | $109,413+76.4% | $156,263+23.5% | $84,808+127.6% |
| Participation rate | 36.7% | 72.7%-36.0pp | 78.9%-42.2pp | 68.3%-31.6pp |
| Annual return | 17.01% | 20.18%-3.2pp | 59.47%-42.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,561 | $2,907-46.3% | $4,333-64.0% | $2,631-40.7% |
| Participant deferral / active EE | $4,375 | $4,590-4.7% | $6,158-29.0% | $4,212+3.9% |
| Admin fee / account holder | $23,443 | $9,357+150.5% | $14,255+64.5% | $7,344+219.2% |