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 | $215,273 | $78,422+174.5% | $95,952+124.4% | $79,858+169.6% |
| Participation rate | 65.9% | 73.5%-7.6pp | 77.1%-11.2pp | 69.6%-3.8pp |
| Annual return | 20.47% | 19.37%+1.1pp | 91.61%-71.1pp | 31.71%-11.2pp |
| Employer contribution / active EE | $1,559 | $1,945-19.9% | $2,541-38.7% | $2,471-36.9% |
| Participant deferral / active EE | $4,211 | $3,440+22.4% | $4,167+1.1% | $3,740+12.6% |
| Admin fee / account holder | $5,307 | $5,622-5.6% | $6,795-21.9% | $5,3060% |