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 | $198,083 | $65,365+203.0% | $92,893+113.2% | $72,985+171.4% |
| Participation rate | 55.4% | 68.3%-13.0pp | 76.0%-20.6pp | 69.5%-14.1pp |
| Annual return | 27.84% | 42.10%-14.3pp | 109.41%-81.6pp | 81.00%-53.2pp |
| Employer contribution / active EE | $2,631 | $2,594+1.4% | $3,653-28.0% | $2,440+7.8% |
| Participant deferral / active EE | $4,171 | $3,128+33.3% | $4,236-1.5% | $3,607+15.6% |
| Admin fee / account holder | $16,583 | $4,251+290.1% | $5,794+186.2% | $5,124+223.6% |