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 | $211,054 | $102,616+105.7% | $81,983+157.4% | $158,922+32.8% |
| Participation rate | 62.5% | 75.5%-13.0pp | 69.2%-6.7pp | 82.0%-19.5pp |
| Annual return | 14.85% | 61.04%-46.2pp | 41.31%-26.5pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,000 | $3,240-69.1% | $2,498-60.0% | $4,761-79.0% |
| Participant deferral / active EE | $9,241 | $4,648+98.8% | $3,722+148.3% | $5,982+54.5% |
| Admin fee / account holder | $1,138 | $8,235-86.2% | $5,664-79.9% | $11,246-89.9% |