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 | $240,286 | $60,892+294.6% | $82,389+191.6% | $84,808+183.3% |
| Participation rate | 43.6% | 63.3%-19.7pp | 69.5%-26.0pp | 68.3%-24.7pp |
| Annual return | 17.53% | 37.29%-19.8pp | 28.67%-11.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,028 | $1,779-42.2% | $2,517-59.2% | $2,631-60.9% |
| Participant deferral / active EE | $3,048 | $3,179-4.1% | $4,155-26.6% | $4,212-27.6% |
| Admin fee / account holder | $4,437 | $5,467-18.9% | $7,231-38.6% | $7,344-39.6% |