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 9-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 | $246,840 | $117,841+109.5% | $102,423+141.0% | $145,922+69.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 15.92% | 31.65%-15.7pp | 29.32%-13.4pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,249 | $3,615-37.8% | $3,023-25.6% | $4,660-51.7% |
| Participant deferral / active EE | $4,095 | $5,731-28.5% | $5,053-19.0% | $6,688-38.8% |
| Admin fee / account holder | $22,519 | $13,326+69.0% | $9,451+138.3% | $13,397+68.1% |