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 | $234,053 | $106,515+119.7% | $96,683+142.1% | $139,434+67.9% |
| Participation rate | 65.2% | 77.8%-12.6pp | 74.3%-9.1pp | 80.3%-15.1pp |
| Annual return | 17.97% | 38.43%-20.5pp | 35.69%-17.7pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,552 | $4,103-62.2% | $3,737-58.5% | $4,751-67.3% |
| Participant deferral / active EE | $4,087 | $5,454-25.1% | $4,878-16.2% | $6,710-39.1% |
| Admin fee / account holder | $347 | $7,877-95.6% | $6,730-94.8% | $11,403-97.0% |