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 | $236,684 | $88,042+168.8% | $138,135+71.3% | $79,858+196.4% |
| Participation rate | 53.2% | 71.4%-18.3pp | 78.7%-25.5pp | 69.6%-16.5pp |
| Annual return | 17.47% | 20.58%-3.1pp | 20.51%-3.0pp | 31.71%-14.2pp |
| Employer contribution / active EE | $2,385 | $3,103-23.1% | $5,587-57.3% | $2,471-3.5% |
| Participant deferral / active EE | $4,739 | $4,704+0.7% | $6,431-26.3% | $3,740+26.7% |
| Admin fee / account holder | $3,294 | $7,791-57.7% | $11,856-72.2% | $5,306-37.9% |