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 | $214,926 | $73,933+190.7% | $96,683+122.3% | $75,163+185.9% |
| Participation rate | 29.3% | 66.4%-37.1pp | 74.3%-45.0pp | 67.2%-37.9pp |
| Annual return | 21.24% | 26.70%-5.5pp | 35.69%-14.5pp | 160.62%-139.4pp |
| Employer contribution / active EE | $1,527 | $2,928-47.8% | $3,737-59.1% | $2,670-42.8% |
| Participant deferral / active EE | $2,763 | $3,659-24.5% | $4,878-43.4% | $4,125-33.0% |
| Admin fee / account holder | $7,461 | $5,216+43.0% | $6,730+10.9% | $5,651+32.0% |