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 | $214,434 | $106,515+101.3% | $96,683+121.8% | $139,434+53.8% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 11.43% | 38.43%-27.0pp | 35.69%-24.3pp | 372.94%-361.5pp |
| Employer contribution / active EE | $7,489 | $4,103+82.5% | $3,737+100.4% | $4,751+57.6% |
| Participant deferral / active EE | $18,800 | $5,454+244.7% | $4,878+285.4% | $6,710+180.2% |
| Admin fee / account holder | $8,077 | $7,877+2.5% | $6,730+20.0% | $11,403-29.2% |