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 | $214,719 | $109,413+96.2% | $156,263+37.4% | $84,808+153.2% |
| Participation rate | 32.7% | 72.7%-40.0pp | 78.9%-46.3pp | 68.3%-35.7pp |
| Annual return | 14.96% | 20.18%-5.2pp | 59.47%-44.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,037 | $2,907-64.3% | $4,333-76.1% | $2,631-60.6% |
| Participant deferral / active EE | $2,331 | $4,590-49.2% | $6,158-62.2% | $4,212-44.7% |
| Admin fee / account holder | $8,480 | $9,357-9.4% | $14,255-40.5% | $7,344+15.5% |