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 | $229,921 | $109,413+110.1% | $156,263+47.1% | $84,808+171.1% |
| Participation rate | 34.1% | 72.7%-38.6pp | 78.9%-44.8pp | 68.3%-34.2pp |
| Annual return | 15.11% | 20.18%-5.1pp | 59.47%-44.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,042 | $2,907-64.2% | $4,333-76.0% | $2,631-60.4% |
| Participant deferral / active EE | $2,785 | $4,590-39.3% | $6,158-54.8% | $4,212-33.9% |
| Admin fee / account holder | $8,116 | $9,357-13.3% | $14,255-43.1% | $7,344+10.5% |