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 | $206,819 | $124,319+66.4% | $111,297+85.8% | $167,490+23.5% |
| Participation rate | 69.6% | 79.6%-10.0pp | 77.3%-7.7pp | 82.1%-12.5pp |
| Annual return | 14.07% | 37.44%-23.4pp | 54.65%-40.6pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,539 | $3,435-55.2% | $2,731-43.7% | $4,837-68.2% |
| Participant deferral / active EE | $3,854 | $5,180-25.6% | $4,487-14.1% | $6,341-39.2% |
| Admin fee / account holder | $1,064 | $10,618-90.0% | $7,964-86.6% | $12,309-91.4% |