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 | $215,895 | $115,770+86.5% | $101,248+113.2% | $158,922+35.8% |
| Participation rate | 38.1% | 79.4%-41.3pp | 75.8%-37.7pp | 82.0%-43.9pp |
| Annual return | 30.61% | 56.14%-25.5pp | 46.47%-15.9pp | 302.83%-272.2pp |
| Employer contribution / active EE | $1,014 | $4,175-75.7% | $3,660-72.3% | $4,761-78.7% |
| Participant deferral / active EE | $2,321 | $4,957-53.2% | $4,370-46.9% | $5,982-61.2% |
| Admin fee / account holder | $2,125 | $7,245-70.7% | $5,945-64.3% | $11,246-81.1% |