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 | $231,636 | $148,534+55.9% | $135,903+70.4% | $139,434+66.1% |
| Participation rate | 53.3% | 83.9%-30.5pp | 81.9%-28.6pp | 80.3%-27.0pp |
| Annual return | 20.58% | 79.19%-58.6pp | 68.23%-47.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $1,596 | $5,243-69.6% | $4,856-67.1% | $4,751-66.4% |
| Participant deferral / active EE | $6,610 | $8,100-18.4% | $7,758-14.8% | $6,710-1.5% |
| Admin fee / account holder | $34,753 | $12,400+180.3% | $10,762+222.9% | $11,403+204.8% |