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 | $210,542 | $59,101+256.2% | $77,163+172.9% | $75,163+180.1% |
| Participation rate | 63.9% | 63.9%+0.1pp | 69.6%-5.6pp | 67.2%-3.3pp |
| Annual return | 17.19% | 26.71%-9.5pp | 37.87%-20.7pp | 160.62%-143.4pp |
| Employer contribution / active EE | $996 | $1,995-50.1% | $2,535-60.7% | $2,670-62.7% |
| Participant deferral / active EE | $8,772 | $2,999+192.5% | $3,833+128.8% | $4,125+112.7% |
| Admin fee / account holder | $19,065 | $4,774+299.3% | $5,472+248.4% | $5,651+237.4% |