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 | $238,424 | $95,266+150.3% | $82,389+189.4% | $142,382+67.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 11.19% | 25.74%-14.6pp | 28.67%-17.5pp | 217.08%-205.9pp |
| Employer contribution / active EE | $5,727 | $2,991+91.5% | $2,517+127.5% | $4,299+33.2% |
| Participant deferral / active EE | $11,534 | $4,809+139.8% | $4,155+177.6% | $6,507+77.2% |
| Admin fee / account holder | $24,638 | $8,563+187.7% | $7,231+240.7% | $12,624+95.2% |