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 | $194,357 | $89,753+116.5% | $107,525+80.8% | $84,808+129.2% |
| Participation rate | 40.4% | 68.1%-27.6pp | 75.1%-34.6pp | 68.3%-27.9pp |
| Annual return | 14.87% | 29.48%-14.6pp | 181.32%-166.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,216 | $3,113-28.8% | $3,754-41.0% | $2,631-15.8% |
| Participant deferral / active EE | $5,080 | $4,056+25.2% | $5,116-0.7% | $4,212+20.6% |
| Admin fee / account holder | $1,976 | $7,222-72.6% | $8,919-77.8% | $7,344-73.1% |