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 | $217,817 | $31,310+595.7% | $53,898+304.1% | $74,304+193.1% |
| Participation rate | 32.2% | 30.7%+1.5pp | 55.0%-22.8pp | 60.3%-28.2pp |
| Annual return | 14.78% | 23.16%-8.4pp | 528.60%-513.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $818 | $450+81.9% | $932-12.2% | $2,241-63.5% |
| Participant deferral / active EE | $2,236 | $934+139.3% | $1,826+22.4% | $3,767-40.7% |
| Admin fee / account holder | $9,024 | $2,175+314.8% | $2,491+262.3% | $2,969+204.0% |