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 | $228,900 | $95,266+140.3% | $82,389+177.8% | $142,382+60.8% |
| Participation rate | 61.5% | 74.5%-12.9pp | 69.5%-8.0pp | 80.1%-18.6pp |
| Annual return | 14.95% | 25.74%-10.8pp | 28.67%-13.7pp | 217.08%-202.1pp |
| Employer contribution / active EE | $4,376 | $2,991+46.3% | $2,517+73.8% | $4,299+1.8% |
| Participant deferral / active EE | $12,418 | $4,809+158.2% | $4,155+198.9% | $6,507+90.8% |
| Admin fee / account holder | $149,083 | $8,563+1640.9% | $7,231+1961.8% | $12,624+1081.0% |