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 | $246,980 | $89,753+175.2% | $107,525+129.7% | $84,808+191.2% |
| Participation rate | 62.5% | 68.1%-5.6pp | 75.1%-12.6pp | 68.3%-5.8pp |
| Annual return | 14.71% | 29.48%-14.8pp | 181.32%-166.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,573 | $3,113-49.5% | $3,754-58.1% | $2,631-40.2% |
| Participant deferral / active EE | $3,353 | $4,056-17.3% | $5,116-34.5% | $4,212-20.4% |
| Admin fee / account holder | $15,537 | $7,222+115.1% | $8,919+74.2% | $7,344+111.6% |