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 | $220,621 | $180,028+22.5% | $138,135+59.7% | $158,922+38.8% |
| Participation rate | 69.2% | 82.2%-13.0pp | 78.7%-9.5pp | 82.0%-12.7pp |
| Annual return | 12.98% | 21.68%-8.7pp | 20.51%-7.5pp | 302.83%-289.8pp |
| Employer contribution / active EE | $2,360 | $7,470-68.4% | $5,587-57.8% | $4,761-50.4% |
| Participant deferral / active EE | $3,901 | $7,717-49.5% | $6,431-39.3% | $5,982-34.8% |
| Admin fee / account holder | $58,571 | $17,912+227.0% | $11,856+394.0% | $11,246+420.8% |