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 | $207,841 | $68,547+203.2% | $120,354+72.7% | $80,856+157.0% |
| Participation rate | 22.6% | 61.6%-39.0pp | 71.9%-49.3pp | 67.6%-45.1pp |
| Annual return | 20.15% | 23.60%-3.5pp | 107.15%-87.0pp | 35.59%-15.4pp |
| Employer contribution / active EE | $682 | $2,051-66.8% | $3,463-80.3% | $2,755-75.2% |
| Participant deferral / active EE | $1,823 | $3,173-42.6% | $4,991-63.5% | $4,296-57.6% |
| Admin fee / account holder | $2,255 | $5,732-60.7% | $9,423-76.1% | $6,918-67.4% |