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 | $204,795 | $89,355+129.2% | $141,162+45.1% | $72,985+180.6% |
| Participation rate | 42.6% | 75.1%-32.5pp | 82.5%-39.9pp | 69.5%-26.9pp |
| Annual return | 24.03% | 111.85%-87.8pp | 71.39%-47.4pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,773 | $3,114-43.1% | $4,735-62.6% | $2,440-27.3% |
| Participant deferral / active EE | $3,953 | $5,418-27.0% | $6,709-41.1% | $3,607+9.6% |
| Admin fee / account holder | $8,224 | $5,958+38.0% | $10,261-19.9% | $5,124+60.5% |