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 | $244,123 | $78,672+210.3% | $109,143+123.7% | $85,850+184.4% |
| Participation rate | 40.6% | 68.3%-27.6pp | 75.9%-35.3pp | 69.3%-28.7pp |
| Annual return | 11.68% | 25.09%-13.4pp | 25.75%-14.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,220 | $2,735-55.4% | $3,722-67.2% | $2,565-52.4% |
| Participant deferral / active EE | $4,694 | $3,467+35.4% | $4,653+0.9% | $3,952+18.8% |
| Admin fee / account holder | $4,181 | $5,469-23.5% | $6,752-38.1% | $6,260-33.2% |