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 | $197,136 | $118,849+65.9% | $96,562+104.2% | $167,490+17.7% |
| Participation rate | 42.9% | 75.5%-32.6pp | 69.8%-27.0pp | 82.1%-39.2pp |
| Annual return | 9.71% | 50.49%-40.8pp | 37.78%-28.1pp | 478.56%-468.8pp |
| Employer contribution / active EE | $1,454 | $3,120-53.4% | $2,356-38.3% | $4,837-69.9% |
| Participant deferral / active EE | $2,885 | $4,616-37.5% | $3,849-25.0% | $6,341-54.5% |
| Admin fee / account holder | $6,571 | $8,065-18.5% | $6,181+6.3% | $12,309-46.6% |