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 | $206,633 | $89,753+130.2% | $107,525+92.2% | $84,808+143.6% |
| Participation rate | 51.3% | 68.1%-16.8pp | 75.1%-23.8pp | 68.3%-17.0pp |
| Annual return | 14.19% | 29.48%-15.3pp | 181.32%-167.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,477 | $3,113-20.4% | $3,754-34.0% | $2,631-5.9% |
| Participant deferral / active EE | $3,856 | $4,056-4.9% | $5,116-24.6% | $4,212-8.4% |
| Admin fee / account holder | $63,384 | $7,222+777.6% | $8,919+610.7% | $7,344+763.1% |