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 | $207,429 | $48,046+331.7% | $84,611+145.2% | $72,985+184.2% |
| Participation rate | 28.1% | 57.6%-29.5pp | 68.2%-40.1pp | 69.5%-41.4pp |
| Annual return | 23.14% | 37.38%-14.2pp | 258.74%-235.6pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,156 | $1,602-27.8% | $2,652-56.4% | $2,440-52.6% |
| Participant deferral / active EE | $2,420 | $2,680-9.7% | $3,899-37.9% | $3,607-32.9% |
| Admin fee / account holder | $1,271 | $3,395-62.6% | $4,912-74.1% | $5,124-75.2% |