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 | $225,661 | $106,515+111.9% | $96,683+133.4% | $139,434+61.8% |
| Participation rate | 23.5% | 77.8%-54.3pp | 74.3%-50.8pp | 80.3%-56.8pp |
| Annual return | 14.47% | 38.43%-24.0pp | 35.69%-21.2pp | 372.94%-358.5pp |
| Employer contribution / active EE | $1,259 | $4,103-69.3% | $3,737-66.3% | $4,751-73.5% |
| Participant deferral / active EE | $4,047 | $5,454-25.8% | $4,878-17.0% | $6,710-39.7% |
| Admin fee / account holder | $71,058 | $7,877+802.1% | $6,730+955.9% | $11,403+523.2% |