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 | $203,792 | $84,233+141.9% | $170,442+19.6% | $70,131+190.6% |
| Participation rate | 59.5% | 70.8%-11.4pp | 83.6%-24.1pp | 69.5%-10.1pp |
| Annual return | 13.08% | 23.06%-10.0pp | 205.93%-192.8pp | 73.14%-60.1pp |
| Employer contribution / active EE | $4,107 | $3,387+21.3% | $5,433-24.4% | $2,342+75.3% |
| Participant deferral / active EE | $6,239 | $3,086+102.2% | $4,939+26.3% | $3,332+87.3% |
| Admin fee / account holder | $6,357 | $5,698+11.6% | $13,880-54.2% | $4,645+36.9% |