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 | $209,785 | $94,338+122.4% | $100,534+108.7% | $142,382+47.3% |
| Participation rate | 52.2% | 81.7%-29.6pp | 80.6%-28.4pp | 80.1%-27.9pp |
| Annual return | 16.82% | 29.20%-12.4pp | 32.66%-15.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,200 | $4,237-48.1% | $4,346-49.4% | $4,299-48.8% |
| Participant deferral / active EE | $3,004 | $5,934-49.4% | $6,144-51.1% | $6,507-53.8% |
| Admin fee / account holder | $7,982 | $8,421-5.2% | $7,654+4.3% | $12,624-36.8% |