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 | $213,906 | $100,773+112.3% | $88,946+140.5% | $142,382+50.2% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 15.69% | 70.18%-54.5pp | 57.82%-42.1pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,195 | $2,918-24.8% | $2,555-14.1% | $4,299-48.9% |
| Participant deferral / active EE | $2,744 | $5,230-47.5% | $4,581-40.1% | $6,507-57.8% |
| Admin fee / account holder | $1,515 | $9,693-84.4% | $8,261-81.7% | $12,624-88.0% |