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 | $234,437 | $89,355+162.4% | $141,162+66.1% | $72,985+221.2% |
| Participation rate | 59.5% | 75.1%-15.7pp | 82.5%-23.0pp | 69.5%-10.0pp |
| Annual return | 22.13% | 111.85%-89.7pp | 71.39%-49.3pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,931 | $3,114-38.0% | $4,735-59.2% | $2,440-20.9% |
| Participant deferral / active EE | $7,731 | $5,418+42.7% | $6,709+15.2% | $3,607+114.3% |
| Admin fee / account holder | $1,739 | $5,958-70.8% | $10,261-83.1% | $5,124-66.1% |