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 | $227,420 | $86,929+161.6% | $102,423+122.0% | $80,856+181.3% |
| Participation rate | 41.7% | 72.4%-30.7pp | 76.5%-34.8pp | 67.6%-26.0pp |
| Annual return | 12.79% | 18.88%-6.1pp | 29.32%-16.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,211 | $2,369-48.9% | $3,023-59.9% | $2,755-56.0% |
| Participant deferral / active EE | $3,144 | $4,118-23.7% | $5,053-37.8% | $4,296-26.8% |
| Admin fee / account holder | $2,779 | $8,049-65.5% | $9,451-70.6% | $6,918-59.8% |