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 | $240,585 | $157,256+53.0% | $141,162+70.4% | $152,861+57.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 30.11% | 64.32%-34.2pp | 71.39%-41.3pp | 345.32%-315.2pp |
| Employer contribution / active EE | $3,431 | $5,261-34.8% | $4,735-27.5% | $4,762-28.0% |
| Participant deferral / active EE | $9,080 | $7,109+27.7% | $6,709+35.3% | $5,850+55.2% |
| Admin fee / account holder | $1,518 | $12,120-87.5% | $10,261-85.2% | $11,596-86.9% |