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 | $216,673 | $77,899+178.1% | $149,673+44.8% | $75,163+188.3% |
| Participation rate | 45.5% | 65.6%-20.1pp | 78.8%-33.3pp | 67.2%-21.7pp |
| Annual return | 13.80% | 31.72%-17.9pp | 134.42%-120.6pp | 160.62%-146.8pp |
| Employer contribution / active EE | $914 | $3,137-70.9% | $4,818-81.0% | $2,670-65.8% |
| Participant deferral / active EE | $1,461 | $3,411-57.2% | $5,680-74.3% | $4,125-64.6% |
| Admin fee / account holder | $1,647 | $5,956-72.3% | $13,210-87.5% | $5,651-70.9% |