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 | $203,727 | $117,841+72.9% | $102,423+98.9% | $145,922+39.6% |
| Participation rate | 57.9% | 78.6%-20.7pp | 76.5%-18.6pp | 80.3%-22.4pp |
| Annual return | 11.30% | 31.65%-20.3pp | 29.32%-18.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,827 | $3,615-49.5% | $3,023-39.6% | $4,660-60.8% |
| Participant deferral / active EE | $6,213 | $5,731+8.4% | $5,053+23.0% | $6,688-7.1% |
| Admin fee / account holder | $4,041 | $13,326-69.7% | $9,451-57.2% | $13,397-69.8% |