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 | $218,644 | $81,248+169.1% | $155,509+40.6% | $80,856+170.4% |
| Participation rate | 31.7% | 66.2%-34.5pp | 78.2%-46.5pp | 67.6%-35.9pp |
| Annual return | 19.40% | 33.31%-13.9pp | 64.67%-45.3pp | 35.59%-16.2pp |
| Employer contribution / active EE | $843 | $3,100-72.8% | $4,672-82.0% | $2,755-69.4% |
| Participant deferral / active EE | $2,383 | $3,452-31.0% | $5,626-57.6% | $4,296-44.5% |
| Admin fee / account holder | $4,985 | $7,997-37.7% | $15,912-68.7% | $6,918-27.9% |