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 | $227,878 | $78,672+189.7% | $109,143+108.8% | $85,850+165.4% |
| Participation rate | 64.5% | 68.3%-3.8pp | 75.9%-11.4pp | 69.3%-4.8pp |
| Annual return | 16.21% | 25.09%-8.9pp | 25.75%-9.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,366 | $2,735-50.1% | $3,722-63.3% | $2,565-46.8% |
| Participant deferral / active EE | $4,650 | $3,467+34.1% | $4,653-0.1% | $3,952+17.7% |
| Admin fee / account holder | $23,329 | $5,469+326.5% | $6,752+245.5% | $6,260+272.7% |