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 | $230,064 | $136,179+68.9% | $98,755+133.0% | $167,490+37.4% |
| Participation rate | 66.7% | 70.2%-3.5pp | 65.7%+0.9pp | 82.1%-15.4pp |
| Annual return | 11.48% | 67.53%-56.1pp | 49.91%-38.4pp | 478.56%-467.1pp |
| Employer contribution / active EE | $3,182 | $2,631+20.9% | $2,067+53.9% | $4,837-34.2% |
| Participant deferral / active EE | $7,862 | $3,716+111.6% | $3,035+159.1% | $6,341+24.0% |
| Admin fee / account holder | $544 | $5,031-89.2% | $4,076-86.6% | $12,309-95.6% |