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 | $205,956 | $78,672+161.8% | $109,143+88.7% | $85,850+139.9% |
| Participation rate | 60.7% | 68.3%-7.6pp | 75.9%-15.2pp | 69.3%-8.6pp |
| Annual return | 11.68% | 25.09%-13.4pp | 25.75%-14.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $3,908 | $2,735+42.9% | $3,722+5.0% | $2,565+52.3% |
| Participant deferral / active EE | $6,218 | $3,467+79.3% | $4,653+33.6% | $3,952+57.3% |
| Admin fee / account holder | $17,917 | $5,469+227.6% | $6,752+165.4% | $6,260+186.2% |