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 | $244,187 | $58,523+317.2% | $99,443+145.6% | $72,985+234.6% |
| Participation rate | 34.1% | 64.6%-30.5pp | 73.8%-39.7pp | 69.5%-35.3pp |
| Annual return | 19.02% | 28.51%-9.5pp | 30.72%-11.7pp | 81.00%-62.0pp |
| Employer contribution / active EE | $1,655 | $1,512+9.5% | $2,540-34.8% | $2,440-32.2% |
| Participant deferral / active EE | $1,820 | $2,606-30.2% | $3,619-49.7% | $3,607-49.6% |
| Admin fee / account holder | $14,740 | $4,102+259.3% | $6,250+135.8% | $5,124+187.6% |