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 | $232,585 | $81,460+185.5% | $103,333+125.1% | $80,856+187.7% |
| Participation rate | 53.3% | 66.8%-13.5pp | 74.5%-21.2pp | 67.6%-14.3pp |
| Annual return | 13.33% | 25.55%-12.2pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $4,844 | $3,105+56.0% | $3,868+25.2% | $2,755+75.8% |
| Participant deferral / active EE | $2,896 | $3,869-25.1% | $5,057-42.7% | $4,296-32.6% |
| Admin fee / account holder | $2,860 | $6,566-56.4% | $8,355-65.8% | $6,918-58.7% |