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 | $204,229 | $107,015+90.8% | $73,545+177.7% | $147,584+38.4% |
| Participation rate | 52.9% | 66.4%-13.4pp | 54.9%-2.0pp | 82.8%-29.9pp |
| Annual return | 19.25% | 38.25%-19.0pp | -15.16%+34.4pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,052 | $1,760-40.2% | $1,219-13.7% | $4,876-78.4% |
| Participant deferral / active EE | $2,464 | $2,462+0.1% | $1,806+36.5% | $5,439-54.7% |
| Admin fee / account holder | $2,490 | $3,055-18.5% | $2,320+7.4% | $10,885-77.1% |