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 | $245,094 | $162,781+50.6% | $133,956+83.0% | $158,922+54.2% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 12.13% | 41.94%-29.8pp | 45.09%-33.0pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,449 | $4,975-70.9% | $3,919-63.0% | $4,761-69.6% |
| Participant deferral / active EE | $5,566 | $5,911-5.8% | $5,048+10.3% | $5,982-7.0% |
| Admin fee / account holder | $7,834 | $11,736-33.3% | $8,927-12.2% | $11,246-30.3% |