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 | $236,312 | $127,065+86.0% | $113,168+108.8% | $142,382+66.0% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 10.44% | 24.03%-13.6pp | 24.27%-13.8pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,479 | $3,442-57.0% | $2,975-50.3% | $4,299-65.6% |
| Participant deferral / active EE | $9,502 | $5,716+66.2% | $5,107+86.1% | $6,507+46.0% |
| Admin fee / account holder | $20,093 | $15,736+27.7% | $12,068+66.5% | $12,624+59.2% |