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 | $208,510 | $117,983+76.7% | $101,794+104.8% | $142,382+46.4% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.2%-5.5pp | 80.1%-16.5pp |
| Annual return | 13.87% | 36.92%-23.1pp | 30.53%-16.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,050 | $2,773-62.1% | $2,289-54.1% | $4,299-75.6% |
| Participant deferral / active EE | $2,276 | $4,714-51.7% | $4,084-44.3% | $6,507-65.0% |
| Admin fee / account holder | $12,564 | $10,433+20.4% | $8,777+43.1% | $12,624-0.5% |