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 | $210,357 | $54,705+284.5% | $71,209+195.4% | $84,808+148.0% |
| Participation rate | 34.8% | 64.1%-29.2pp | 73.8%-38.9pp | 68.3%-33.5pp |
| Annual return | 22.95% | 35.90%-13.0pp | 282.51%-259.6pp | 40.90%-18.0pp |
| Employer contribution / active EE | $405 | $2,158-81.2% | $2,721-85.1% | $2,631-84.6% |
| Participant deferral / active EE | $1,802 | $3,030-40.5% | $4,175-56.8% | $4,212-57.2% |
| Admin fee / account holder | $21,316 | $4,863+338.3% | $5,349+298.5% | $7,344+190.3% |