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 | $215,346 | $83,477+158.0% | $125,175+72.0% | $72,985+195.1% |
| Participation rate | 38.1% | 73.3%-35.2pp | 79.8%-41.7pp | 69.5%-31.4pp |
| Annual return | 25.76% | 25.78%0pp | 43.79%-18.0pp | 81.00%-55.2pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,348 | $3,585-34.5% | $4,937-52.4% | $3,607-34.9% |
| Admin fee / account holder | $519 | $5,517-90.6% | $9,702-94.6% | $5,124-89.9% |