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 | $194,368 | $127,065+53.0% | $113,168+71.8% | $142,382+36.5% |
| Participation rate | 56.3% | 79.2%-23.0pp | 76.6%-20.3pp | 80.1%-23.9pp |
| Annual return | 10.66% | 24.03%-13.4pp | 24.27%-13.6pp | 217.08%-206.4pp |
| Employer contribution / active EE | $853 | $3,442-75.2% | $2,975-71.3% | $4,299-80.2% |
| Participant deferral / active EE | $2,964 | $5,716-48.1% | $5,107-42.0% | $6,507-54.4% |
| Admin fee / account holder | $36,699 | $15,736+133.2% | $12,068+204.1% | $12,624+190.7% |