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 | $220,767 | $106,584+107.1% | $101,326+117.9% | $142,382+55.1% |
| Participation rate | 33.3% | 82.7%-49.4pp | 81.5%-48.2pp | 80.1%-46.8pp |
| Annual return | 17.48% | 36.93%-19.4pp | 36.82%-19.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,174 | $3,956-45.0% | $3,665-40.7% | $4,299-49.4% |
| Participant deferral / active EE | $2,174 | $8,297-73.8% | $7,994-72.8% | $6,507-66.6% |
| Admin fee / account holder | $1,799 | $11,446-84.3% | $11,185-83.9% | $12,624-85.7% |