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 | $180,924 | $109,881+64.7% | $150,045+20.6% | $84,808+113.3% |
| Participation rate | 68.4% | 76.1%-7.7pp | 82.3%-13.9pp | 68.3%+0.1pp |
| Annual return | 16.15% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $7,247 | $3,561+103.5% | $4,693+54.4% | $2,631+175.4% |
| Participant deferral / active EE | $6,426 | $6,636-3.2% | $7,997-19.6% | $4,212+52.6% |
| Admin fee / account holder | $51,427 | $8,568+500.2% | $13,435+282.8% | $7,344+600.3% |