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 | $230,649 | $109,413+110.8% | $156,263+47.6% | $84,808+172.0% |
| Participation rate | 61.5% | 72.7%-11.2pp | 78.9%-17.4pp | 68.3%-6.8pp |
| Annual return | 18.62% | 20.18%-1.6pp | 59.47%-40.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $9,039 | $2,907+210.9% | $4,333+108.6% | $2,631+243.6% |
| Participant deferral / active EE | $6,149 | $4,590+34.0% | $6,158-0.2% | $4,212+46.0% |
| Admin fee / account holder | $886 | $9,357-90.5% | $14,255-93.8% | $7,344-87.9% |