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 | $249,500 | $109,881+127.1% | $150,045+66.3% | $84,808+194.2% |
| Participation rate | 63.0% | 76.1%-13.1pp | 82.3%-19.4pp | 68.3%-5.3pp |
| Annual return | 17.62% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,212 | $3,561-66.0% | $4,693-74.2% | $2,631-53.9% |
| Participant deferral / active EE | $11,532 | $6,636+73.8% | $7,997+44.2% | $4,212+173.8% |
| Admin fee / account holder | $51,035 | $8,568+495.6% | $13,435+279.9% | $7,344+594.9% |