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 | $219,949 | $115,770+90.0% | $101,248+117.2% | $158,922+38.4% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 13.65% | 56.14%-42.5pp | 46.47%-32.8pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,865 | $4,175-55.3% | $3,660-49.0% | $4,761-60.8% |
| Participant deferral / active EE | $6,043 | $4,957+21.9% | $4,370+38.3% | $5,982+1.0% |
| Admin fee / account holder | $685 | $7,245-90.5% | $5,945-88.5% | $11,246-93.9% |