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 | $226,915 | $60,892+272.7% | $82,389+175.4% | $84,808+167.6% |
| Participation rate | 39.3% | 63.3%-23.9pp | 69.5%-30.2pp | 68.3%-29.0pp |
| Annual return | 13.47% | 37.29%-23.8pp | 28.67%-15.2pp | 40.90%-27.4pp |
| Employer contribution / active EE | $4,817 | $1,779+170.7% | $2,517+91.4% | $2,631+83.1% |
| Participant deferral / active EE | $3,154 | $3,179-0.8% | $4,155-24.1% | $4,212-25.1% |
| Admin fee / account holder | $5,704 | $5,467+4.3% | $7,231-21.1% | $7,344-22.3% |