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 | $194,405 | $89,753+116.6% | $107,525+80.8% | $84,808+129.2% |
| Participation rate | 25.8% | 68.1%-42.3pp | 75.1%-49.3pp | 68.3%-42.5pp |
| Annual return | 15.38% | 29.48%-14.1pp | 181.32%-165.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,420 | $3,113-54.4% | $3,754-62.2% | $2,631-46.0% |
| Participant deferral / active EE | $4,630 | $4,056+14.2% | $5,116-9.5% | $4,212+9.9% |
| Admin fee / account holder | $7,992 | $7,222+10.7% | $8,919-10.4% | $7,344+8.8% |