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 | $218,842 | $165,335+32.4% | $149,696+46.2% | $158,922+37.7% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 14.25% | 348.15%-333.9pp | 276.60%-262.3pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,730 | $5,103-66.1% | $4,644-62.7% | $4,761-63.7% |
| Participant deferral / active EE | $8,785 | $7,181+22.3% | $6,842+28.4% | $5,982+46.9% |
| Admin fee / account holder | $1,260 | $10,807-88.3% | $9,309-86.5% | $11,246-88.8% |