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 9-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 | $199,800 | $127,065+57.2% | $113,168+76.6% | $142,382+40.3% |
| Participation rate | 21.1% | 79.2%-58.2pp | 76.6%-55.5pp | 80.1%-59.1pp |
| Annual return | 26.13% | 24.03%+2.1pp | 24.27%+1.9pp | 217.08%-190.9pp |
| Employer contribution / active EE | $834 | $3,442-75.8% | $2,975-72.0% | $4,299-80.6% |
| Participant deferral / active EE | $2,319 | $5,716-59.4% | $5,107-54.6% | $6,507-64.4% |
| Admin fee / account holder | $1,423 | $15,736-91.0% | $12,068-88.2% | $12,624-88.7% |