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 | $231,050 | $110,257+109.6% | $96,544+139.3% | $139,434+65.7% |
| Participation rate | 69.2% | 78.1%-8.9pp | 76.0%-6.7pp | 80.3%-11.1pp |
| Annual return | 13.43% | 26.32%-12.9pp | 25.84%-12.4pp | 372.94%-359.5pp |
| Employer contribution / active EE | $2,445 | $3,620-32.5% | $2,965-17.6% | $4,751-48.5% |
| Participant deferral / active EE | $3,964 | $5,548-28.5% | $4,851-18.3% | $6,710-40.9% |
| Admin fee / account holder | $1,104 | $11,591-90.5% | $8,252-86.6% | $11,403-90.3% |