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 | $212,396 | $110,257+92.6% | $96,544+120.0% | $139,434+52.3% |
| Participation rate | 56.3% | 78.1%-21.8pp | 76.0%-19.7pp | 80.3%-24.1pp |
| Annual return | 13.58% | 26.32%-12.7pp | 25.84%-12.3pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,223 | $3,620-66.2% | $2,965-58.7% | $4,751-74.3% |
| Participant deferral / active EE | $2,337 | $5,548-57.9% | $4,851-51.8% | $6,710-65.2% |
| Admin fee / account holder | $1,546 | $11,591-86.7% | $8,252-81.3% | $11,403-86.4% |