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 | $204,633 | $110,257+85.6% | $96,544+112.0% | $139,434+46.8% |
| Participation rate | 30.8% | 78.1%-47.3pp | 76.0%-45.2pp | 80.3%-49.5pp |
| Annual return | 38.93% | 26.32%+12.6pp | 25.84%+13.1pp | 372.94%-334.0pp |
| Employer contribution / active EE | $1,891 | $3,620-47.8% | $2,965-36.2% | $4,751-60.2% |
| Participant deferral / active EE | $3,527 | $5,548-36.4% | $4,851-27.3% | $6,710-47.4% |
| Admin fee / account holder | $26,542 | $11,591+129.0% | $8,252+221.6% | $11,403+132.8% |