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 | $209,770 | $79,944+162.4% | $98,439+113.1% | $75,163+179.1% |
| Participation rate | 66.7% | 70.4%-3.7pp | 75.2%-8.5pp | 67.2%-0.5pp |
| Annual return | 15.18% | 19.75%-4.6pp | 21.16%-6.0pp | 160.62%-145.4pp |
| Employer contribution / active EE | $998 | $2,264-55.9% | $3,048-67.2% | $2,670-62.6% |
| Participant deferral / active EE | $7,431 | $3,752+98.1% | $4,738+56.9% | $4,125+80.1% |
| Admin fee / account holder | $14,851 | $6,840+117.1% | $8,948+66.0% | $5,651+162.8% |