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 | $245,907 | $68,719+257.8% | $91,541+168.6% | $84,808+190.0% |
| Participation rate | 45.9% | 64.5%-18.6pp | 69.8%-23.9pp | 68.3%-22.4pp |
| Annual return | 17.03% | 19.12%-2.1pp | 20.50%-3.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,005 | $1,920-47.6% | $2,505-59.9% | $2,631-61.8% |
| Participant deferral / active EE | $3,365 | $3,136+7.3% | $4,008-16.0% | $4,212-20.1% |
| Admin fee / account holder | $11,828 | $5,786+104.4% | $6,956+70.0% | $7,344+61.1% |