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 | $201,267 | $61,605+226.7% | $112,229+79.3% | $75,163+167.8% |
| Participation rate | 22.9% | 61.7%-38.8pp | 72.4%-49.5pp | 67.2%-44.3pp |
| Annual return | 21.86% | 28.47%-6.6pp | 30.20%-8.3pp | 160.62%-138.8pp |
| Employer contribution / active EE | $644 | $2,015-68.0% | $3,430-81.2% | $2,670-75.9% |
| Participant deferral / active EE | $1,740 | $3,108-44.0% | $4,798-63.7% | $4,125-57.8% |
| Admin fee / account holder | $9,599 | $4,862+97.4% | $7,748+23.9% | $5,651+69.9% |