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 | $202,667 | $100,773+101.1% | $88,946+127.9% | $142,382+42.3% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 15.49% | 70.18%-54.7pp | 57.82%-42.3pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,600 | $2,918-10.9% | $2,555+1.8% | $4,299-39.5% |
| Participant deferral / active EE | $3,098 | $5,230-40.8% | $4,581-32.4% | $6,507-52.4% |
| Admin fee / account holder | $8,443 | $9,693-12.9% | $8,261+2.2% | $12,624-33.1% |