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 | $235,090 | $102,317+129.8% | $146,958+60.0% | $80,856+190.7% |
| Participation rate | 66.7% | 75.8%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 18.46% | 134.76%-116.3pp | 418.34%-399.9pp | 35.59%-17.1pp |
| Employer contribution / active EE | $3,034 | $3,713-18.3% | $4,933-38.5% | $2,755+10.1% |
| Participant deferral / active EE | $7,684 | $6,644+15.7% | $8,070-4.8% | $4,296+78.9% |
| Admin fee / account holder | $2,517 | $7,941-68.3% | $12,998-80.6% | $6,918-63.6% |