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 | $229,591 | $127,777+79.7% | $106,548+115.5% | $167,490+37.1% |
| Participation rate | 66.7% | 78.3%-11.6pp | 76.1%-9.5pp | 82.1%-15.4pp |
| Annual return | 23.91% | 33.87%-10.0pp | 26.80%-2.9pp | 478.56%-454.7pp |
| Employer contribution / active EE | $2,982 | $3,427-13.0% | $2,819+5.8% | $4,837-38.4% |
| Participant deferral / active EE | $5,449 | $5,087+7.1% | $4,398+23.9% | $6,341-14.1% |
| Admin fee / account holder | $54,887 | $11,228+388.8% | $7,407+641.0% | $12,309+345.9% |