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 | $248,980 | $91,552+172.0% | $133,956+85.9% | $79,858+211.8% |
| Participation rate | 67.9% | 73.3%-5.5pp | 79.8%-12.0pp | 69.6%-1.8pp |
| Annual return | 20.70% | 61.85%-41.1pp | 45.09%-24.4pp | 31.71%-11.0pp |
| Employer contribution / active EE | $1,646 | $2,384-30.9% | $3,919-58.0% | $2,471-33.4% |
| Participant deferral / active EE | $8,122 | $3,733+117.6% | $5,048+60.9% | $3,740+117.2% |
| Admin fee / account holder | $45,561 | $6,321+620.8% | $8,927+410.4% | $5,306+758.6% |