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 | $213,817 | $51,576+314.6% | $129,207+65.5% | $80,856+164.4% |
| Participation rate | 67.4% | 57.0%+10.4pp | 69.6%-2.2pp | 67.6%-0.2pp |
| Annual return | 20.55% | 20.81%-0.3pp | 9417.33%-9396.8pp | 35.59%-15.0pp |
| Employer contribution / active EE | $3,623 | $1,584+128.8% | $4,153-12.8% | $2,755+31.5% |
| Participant deferral / active EE | $7,206 | $2,669+170.0% | $4,168+72.9% | $4,296+67.7% |
| Admin fee / account holder | $12,438 | $4,305+188.9% | $7,715+61.2% | $6,918+79.8% |