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 | $203,084 | $56,317+260.6% | $71,209+185.2% | $74,304+173.3% |
| Participation rate | 25.7% | 55.1%-29.4pp | 73.8%-48.0pp | 60.3%-34.6pp |
| Annual return | 17.84% | 42.83%-25.0pp | 282.51%-264.7pp | 29.43%-11.6pp |
| Employer contribution / active EE | $1,023 | $2,160-52.6% | $2,721-62.4% | $2,241-54.3% |
| Participant deferral / active EE | $2,204 | $2,788-21.0% | $4,175-47.2% | $3,767-41.5% |
| Admin fee / account holder | $5,174 | $2,290+126.0% | $5,349-3.3% | $2,969+74.3% |