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 | $242,313 | $78,422+209.0% | $95,952+152.5% | $79,858+203.4% |
| Participation rate | 44.2% | 73.5%-29.3pp | 77.1%-32.9pp | 69.6%-25.4pp |
| Annual return | 15.38% | 19.37%-4.0pp | 91.61%-76.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $968 | $1,945-50.2% | $2,541-61.9% | $2,471-60.8% |
| Participant deferral / active EE | $3,222 | $3,440-6.3% | $4,167-22.7% | $3,740-13.8% |
| Admin fee / account holder | $1,135 | $5,622-79.8% | $6,795-83.3% | $5,306-78.6% |