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 | $186,490 | $80,717+131.0% | $154,803+20.5% | $84,808+119.9% |
| Participation rate | 46.4% | 66.8%-20.4pp | 78.1%-31.6pp | 68.3%-21.9pp |
| Annual return | 14.31% | 37.96%-23.6pp | 58.88%-44.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,892 | $2,761-31.5% | $4,305-56.0% | $2,631-28.1% |
| Participant deferral / active EE | $3,399 | $3,303+2.9% | $5,540-38.7% | $4,212-19.3% |
| Admin fee / account holder | $11,550 | $6,746+71.2% | $14,329-19.4% | $7,344+57.3% |