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 | $197,950 | $60,892+225.1% | $82,389+140.3% | $84,808+133.4% |
| Participation rate | 56.1% | 63.3%-7.2pp | 69.5%-13.4pp | 68.3%-12.2pp |
| Annual return | 14.69% | 37.29%-22.6pp | 28.67%-14.0pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,172 | $1,779+78.3% | $2,517+26.0% | $2,631+20.6% |
| Participant deferral / active EE | $2,426 | $3,179-23.7% | $4,155-41.6% | $4,212-42.4% |
| Admin fee / account holder | $13,785 | $5,467+152.1% | $7,231+90.6% | $7,344+87.7% |