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 | $224,297 | $69,207+224.1% | $64,056+250.2% | $139,434+60.9% |
| Participation rate | 58.3% | 75.6%-17.3pp | 72.3%-14.0pp | 80.3%-22.0pp |
| Annual return | 12.72% | 45.88%-33.2pp | 33.69%-21.0pp | 372.94%-360.2pp |
| Employer contribution / active EE | $2,112 | $3,182-33.6% | $2,747-23.1% | $4,751-55.5% |
| Participant deferral / active EE | $3,587 | $4,682-23.4% | $3,880-7.5% | $6,710-46.5% |
| Admin fee / account holder | $3,479 | $4,244-18.0% | $3,068+13.4% | $11,403-69.5% |