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 | $194,498 | $56,897+241.8% | $84,750+129.5% | $62,891+209.3% |
| Participation rate | 30.1% | 68.5%-38.4pp | 76.6%-46.5pp | 69.3%-39.2pp |
| Annual return | 8.54% | 6.30%+2.2pp | 22.78%-14.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,391 | $2,709-11.7% | $3,712-35.6% | $3,203-25.4% |
| Admin fee / account holder | $3,170 | $3,581-11.5% | $5,332-40.5% | $4,296-26.2% |