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 | $187,399 | $109,881+70.5% | $150,045+24.9% | $84,808+121.0% |
| Participation rate | 51.4% | 76.1%-24.7pp | 82.3%-30.9pp | 68.3%-16.9pp |
| Annual return | 14.22% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,143 | $3,561-39.8% | $4,693-54.3% | $2,631-18.6% |
| Participant deferral / active EE | $3,976 | $6,636-40.1% | $7,997-50.3% | $4,212-5.6% |
| Admin fee / account holder | $16,637 | $8,568+94.2% | $13,435+23.8% | $7,344+126.5% |