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 | $223,068 | $86,944+156.6% | $107,525+107.5% | $74,304+200.2% |
| Participation rate | 34.4% | 59.6%-25.2pp | 75.1%-40.7pp | 60.3%-25.9pp |
| Annual return | 15.82% | 23.52%-7.7pp | 181.32%-165.5pp | 29.43%-13.6pp |
| Employer contribution / active EE | $1,444 | $2,757-47.6% | $3,754-61.5% | $2,241-35.6% |
| Participant deferral / active EE | $3,986 | $3,554+12.1% | $5,116-22.1% | $3,767+5.8% |
| Admin fee / account holder | $3,836 | $3,727+2.9% | $8,919-57.0% | $2,969+29.2% |