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 | $200,598 | $127,065+57.9% | $113,168+77.3% | $142,382+40.9% |
| Participation rate | 63.6% | 79.2%-15.6pp | 76.6%-12.9pp | 80.1%-16.5pp |
| Annual return | 15.36% | 24.03%-8.7pp | 24.27%-8.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $4,795 | $3,442+39.3% | $2,975+61.2% | $4,299+11.5% |
| Participant deferral / active EE | $11,039 | $5,716+93.1% | $5,107+116.2% | $6,507+69.6% |
| Admin fee / account holder | $5,393 | $15,736-65.7% | $12,068-55.3% | $12,624-57.3% |