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 | $204,081 | $76,670+166.2% | $96,683+111.1% | $71,457+185.6% |
| Participation rate | 39.0% | 66.6%-27.5pp | 74.3%-35.3pp | 67.9%-28.9pp |
| Annual return | 24.11% | 48.29%-24.2pp | 35.69%-11.6pp | 28.85%-4.7pp |
| Employer contribution / active EE | $1,074 | $3,031-64.6% | $3,737-71.3% | $2,588-58.5% |
| Participant deferral / active EE | $2,610 | $3,771-30.8% | $4,878-46.5% | $4,289-39.1% |
| Admin fee / account holder | $7,568 | $2,028+273.2% | $6,730+12.5% | $1,587+376.8% |