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 | $237,639 | $99,985+137.7% | $146,665+62.0% | $85,850+176.8% |
| Participation rate | 63.8% | 73.1%-9.2pp | 80.1%-16.2pp | 69.3%-5.5pp |
| Annual return | 14.71% | 18.93%-4.2pp | 22.74%-8.0pp | 318.53%-303.8pp |
| Employer contribution / active EE | $2,427 | $2,559-5.2% | $4,136-41.3% | $2,565-5.4% |
| Participant deferral / active EE | $7,324 | $4,006+82.8% | $5,506+33.0% | $3,952+85.3% |
| Admin fee / account holder | $23,807 | $7,702+209.1% | $10,280+131.6% | $6,260+280.3% |