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 | $203,721 | $73,933+175.5% | $96,683+110.7% | $75,163+171.0% |
| Participation rate | 44.4% | 66.4%-22.0pp | 74.3%-29.9pp | 67.2%-22.7pp |
| Annual return | 18.91% | 26.70%-7.8pp | 35.69%-16.8pp | 160.62%-141.7pp |
| Employer contribution / active EE | $2,241 | $2,928-23.5% | $3,737-40.0% | $2,670-16.1% |
| Participant deferral / active EE | $4,580 | $3,659+25.2% | $4,878-6.1% | $4,125+11.0% |
| Admin fee / account holder | $5,462 | $5,216+4.7% | $6,730-18.8% | $5,651-3.3% |