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 | $194,508 | $54,705+255.6% | $71,209+173.2% | $84,808+129.4% |
| Participation rate | 63.3% | 64.1%-0.7pp | 73.8%-10.4pp | 68.3%-5.0pp |
| Annual return | 14.90% | 35.90%-21.0pp | 282.51%-267.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,236 | $2,158-42.7% | $2,721-54.6% | $2,631-53.0% |
| Participant deferral / active EE | $2,977 | $3,030-1.8% | $4,175-28.7% | $4,212-29.3% |
| Admin fee / account holder | $7,158 | $4,863+47.2% | $5,349+33.8% | $7,344-2.5% |