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 | $202,162 | $98,463+105.3% | $119,258+69.5% | $85,850+135.5% |
| Participation rate | 67.3% | 77.6%-10.3pp | 82.7%-15.4pp | 69.3%-2.0pp |
| Annual return | 13.94% | 38.53%-24.6pp | 30.69%-16.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $2,628 | $3,698-28.9% | $4,384-40.1% | $2,565+2.4% |
| Participant deferral / active EE | $7,096 | $4,942+43.6% | $6,111+16.1% | $3,952+79.6% |
| Admin fee / account holder | $4,174 | $7,493-44.3% | $7,226-42.2% | $6,260-33.3% |