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 3-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 | $199,935 | $127,065+57.3% | $113,168+76.7% | $142,382+40.4% |
| Participation rate | 25.0% | 79.2%-54.2pp | 76.6%-51.6pp | 80.1%-55.1pp |
| Annual return | 18.23% | 24.03%-5.8pp | 24.27%-6.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,697 | $3,442-50.7% | $2,975-43.0% | $4,299-60.5% |
| Participant deferral / active EE | $4,888 | $5,716-14.5% | $5,107-4.3% | $6,507-24.9% |
| Admin fee / account holder | $93,045 | $15,736+491.3% | $12,068+671.0% | $12,624+637.1% |