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 | $248,410 | $81,460+204.9% | $103,333+140.4% | $80,856+207.2% |
| Participation rate | 53.9% | 66.8%-12.9pp | 74.5%-20.6pp | 67.6%-13.7pp |
| Annual return | 11.15% | 25.55%-14.4pp | 24.88%-13.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $4,942 | $3,105+59.1% | $3,868+27.8% | $2,755+79.4% |
| Participant deferral / active EE | $3,421 | $3,869-11.6% | $5,057-32.4% | $4,296-20.4% |
| Admin fee / account holder | $3,617 | $6,566-44.9% | $8,355-56.7% | $6,918-47.7% |