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 | $215,092 | $71,050+202.7% | $93,606+129.8% | $80,856+166.0% |
| Participation rate | 49.1% | 60.4%-11.4pp | 68.7%-19.7pp | 67.6%-18.6pp |
| Annual return | 12.22% | 11.26%+1.0pp | 133.20%-121.0pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,153 | $1,564+37.7% | $2,420-11.0% | $2,755-21.8% |
| Participant deferral / active EE | $4,860 | $4,034+20.5% | $4,411+10.2% | $4,296+13.1% |
| Admin fee / account holder | $13,336 | $6,945+92.0% | $8,285+61.0% | $6,918+92.8% |