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 | $202,327 | $114,381+76.9% | $107,525+88.2% | $142,382+42.1% |
| Participation rate | 45.0% | 78.1%-33.1pp | 75.1%-30.1pp | 80.1%-35.1pp |
| Annual return | 12.02% | 242.71%-230.7pp | 181.32%-169.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $922 | $4,015-77.0% | $3,754-75.4% | $4,299-78.5% |
| Participant deferral / active EE | $2,941 | $5,564-47.1% | $5,116-42.5% | $6,507-54.8% |
| Admin fee / account holder | $1,907 | $9,860-80.7% | $8,919-78.6% | $12,624-84.9% |