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 | $229,797 | $100,773+128.0% | $88,946+158.4% | $142,382+61.4% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.8%-6.3pp | 80.1%-17.6pp |
| Annual return | 21.47% | 70.18%-48.7pp | 57.82%-36.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,743 | $2,918-40.2% | $2,555-31.8% | $4,299-59.4% |
| Participant deferral / active EE | $4,451 | $5,230-14.9% | $4,581-2.8% | $6,507-31.6% |
| Admin fee / account holder | $368 | $9,693-96.2% | $8,261-95.5% | $12,624-97.1% |