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 | $196,727 | $109,881+79.0% | $150,045+31.1% | $84,808+132.0% |
| Participation rate | 50.6% | 76.1%-25.5pp | 82.3%-31.7pp | 68.3%-17.7pp |
| Annual return | 21.64% | 28.25%-6.6pp | 62.55%-40.9pp | 40.90%-19.3pp |
| Employer contribution / active EE | $1,193 | $3,561-66.5% | $4,693-74.6% | $2,631-54.7% |
| Participant deferral / active EE | $5,176 | $6,636-22.0% | $7,997-35.3% | $4,212+22.9% |
| Admin fee / account holder | $10,009 | $8,568+16.8% | $13,435-25.5% | $7,344+36.3% |