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 | $193,198 | $89,753+115.3% | $107,525+79.7% | $84,808+127.8% |
| Participation rate | 40.5% | 68.1%-27.5pp | 75.1%-34.5pp | 68.3%-27.8pp |
| Annual return | 19.87% | 29.48%-9.6pp | 181.32%-161.5pp | 40.90%-21.0pp |
| Employer contribution / active EE | $3,121 | $3,113+0.2% | $3,754-16.8% | $2,631+18.6% |
| Participant deferral / active EE | $3,151 | $4,056-22.3% | $5,116-38.4% | $4,212-25.2% |
| Admin fee / account holder | $1,093 | $7,222-84.9% | $8,919-87.7% | $7,344-85.1% |