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 | $211,635 | $60,892+247.6% | $82,389+156.9% | $84,808+149.5% |
| Participation rate | 43.3% | 63.3%-19.9pp | 69.5%-26.2pp | 68.3%-25.0pp |
| Annual return | 16.75% | 37.29%-20.5pp | 28.67%-11.9pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,200 | $1,779-32.6% | $2,517-52.3% | $2,631-54.4% |
| Participant deferral / active EE | $3,117 | $3,179-1.9% | $4,155-25.0% | $4,212-26.0% |
| Admin fee / account holder | $5,177 | $5,467-5.3% | $7,231-28.4% | $7,344-29.5% |