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 | $198,996 | $96,484+106.2% | $156,263+27.3% | $74,304+167.8% |
| Participation rate | 54.7% | 67.7%-13.0pp | 78.9%-24.2pp | 60.3%-5.7pp |
| Annual return | 15.36% | 17.73%-2.4pp | 59.47%-44.1pp | 29.43%-14.1pp |
| Employer contribution / active EE | $1,297 | $2,528-48.7% | $4,333-70.1% | $2,241-42.1% |
| Participant deferral / active EE | $4,284 | $4,2860% | $6,158-30.4% | $3,767+13.7% |
| Admin fee / account holder | $16,601 | $3,728+345.4% | $14,255+16.5% | $2,969+459.2% |