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 | $205,740 | $127,065+61.9% | $113,168+81.8% | $142,382+44.5% |
| Participation rate | 63.6% | 79.2%-15.6pp | 76.6%-12.9pp | 80.1%-16.5pp |
| Annual return | 14.62% | 24.03%-9.4pp | 24.27%-9.6pp | 217.08%-202.5pp |
| Employer contribution / active EE | $4,295 | $3,442+24.8% | $2,975+44.4% | $4,299-0.1% |
| Participant deferral / active EE | $6,175 | $5,716+8.0% | $5,107+20.9% | $6,507-5.1% |
| Admin fee / account holder | $44,356 | $15,736+181.9% | $12,068+267.6% | $12,624+251.4% |