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 | $192,847 | $60,892+216.7% | $82,389+134.1% | $84,808+127.4% |
| Participation rate | 33.3% | 63.3%-29.9pp | 69.5%-36.2pp | 68.3%-35.0pp |
| Annual return | 19.19% | 37.29%-18.1pp | 28.67%-9.5pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,580 | $1,779-11.2% | $2,517-37.2% | $2,631-39.9% |
| Participant deferral / active EE | $5,551 | $3,179+74.6% | $4,155+33.6% | $4,212+31.8% |
| Admin fee / account holder | $1,517 | $5,467-72.3% | $7,231-79.0% | $7,344-79.3% |