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 | $246,988 | $114,381+115.9% | $107,525+129.7% | $142,382+73.5% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 13.16% | 242.71%-229.5pp | 181.32%-168.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,673 | $4,015-33.4% | $3,754-28.8% | $4,299-37.8% |
| Participant deferral / active EE | $8,108 | $5,564+45.7% | $5,116+58.5% | $6,507+24.6% |
| Admin fee / account holder | $26,419 | $9,860+167.9% | $8,919+196.2% | $12,624+109.3% |