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 | $229,829 | $117,841+95.0% | $102,423+124.4% | $145,922+57.5% |
| Participation rate | 14.3% | 78.6%-64.3pp | 76.5%-62.2pp | 80.3%-66.0pp |
| Annual return | 20.26% | 31.65%-11.4pp | 29.32%-9.1pp | 561.29%-541.0pp |
| Employer contribution / active EE | $2,947 | $3,615-18.5% | $3,023-2.5% | $4,660-36.8% |
| Participant deferral / active EE | $11,856 | $5,731+106.9% | $5,053+134.6% | $6,688+77.3% |
| Admin fee / account holder | $4,884 | $13,326-63.4% | $9,451-48.3% | $13,397-63.5% |