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 | $221,180 | $101,724+117.4% | $164,813+34.2% | $80,856+173.5% |
| Participation rate | 37.2% | 71.8%-34.6pp | 78.6%-41.4pp | 67.6%-30.5pp |
| Annual return | 17.38% | 16.72%+0.7pp | 69.93%-52.5pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,188 | $2,953-59.8% | $4,341-72.6% | $2,755-56.9% |
| Participant deferral / active EE | $3,310 | $4,477-26.1% | $6,031-45.1% | $4,296-23.0% |
| Admin fee / account holder | $34,292 | $8,227+316.8% | $12,690+170.2% | $6,918+395.7% |