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 | $186,639 | $110,257+69.3% | $96,544+93.3% | $139,434+33.9% |
| Participation rate | 55.0% | 78.1%-23.1pp | 76.0%-21.0pp | 80.3%-25.3pp |
| Annual return | 16.77% | 26.32%-9.5pp | 25.84%-9.1pp | 372.94%-356.2pp |
| Employer contribution / active EE | $2,006 | $3,620-44.6% | $2,965-32.3% | $4,751-57.8% |
| Participant deferral / active EE | $8,556 | $5,548+54.2% | $4,851+76.4% | $6,710+27.5% |
| Admin fee / account holder | $1,927 | $11,591-83.4% | $8,252-76.7% | $11,403-83.1% |