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 | $215,199 | $51,576+317.3% | $129,207+66.6% | $80,856+166.1% |
| Participation rate | 40.0% | 57.0%-17.0pp | 69.6%-29.6pp | 67.6%-27.6pp |
| Annual return | 16.62% | 20.81%-4.2pp | 9417.33%-9400.7pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,240 | $1,584-21.7% | $4,153-70.1% | $2,755-55.0% |
| Participant deferral / active EE | $3,304 | $2,669+23.8% | $4,168-20.7% | $4,296-23.1% |
| Admin fee / account holder | $9,855 | $4,305+128.9% | $7,715+27.7% | $6,918+42.5% |