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 | $199,102 | $54,705+264.0% | $71,209+179.6% | $84,808+134.8% |
| Participation rate | 44.0% | 64.1%-20.1pp | 73.8%-29.8pp | 68.3%-24.3pp |
| Annual return | 17.77% | 35.90%-18.1pp | 282.51%-264.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,013 | $2,158-53.1% | $2,721-62.8% | $2,631-61.5% |
| Participant deferral / active EE | $2,841 | $3,030-6.3% | $4,175-32.0% | $4,212-32.5% |
| Admin fee / account holder | $4,021 | $4,863-17.3% | $5,349-24.8% | $7,344-45.3% |