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 | $239,490 | $65,365+266.4% | $92,893+157.8% | $72,985+228.1% |
| Participation rate | 29.2% | 68.3%-39.1pp | 76.0%-46.8pp | 69.5%-40.3pp |
| Annual return | 20.45% | 42.10%-21.7pp | 109.41%-89.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,378 | $2,594-46.9% | $3,653-62.3% | $2,440-43.5% |
| Participant deferral / active EE | $3,472 | $3,128+11.0% | $4,236-18.0% | $3,607-3.7% |
| Admin fee / account holder | $1,289 | $4,251-69.7% | $5,794-77.7% | $5,124-74.8% |