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 8-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 | $199,872 | $74,888+166.9% | $71,209+180.7% | $142,382+40.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 19.58% | 345.14%-325.6pp | 282.51%-262.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,754 | $2,854-38.5% | $2,721-35.5% | $4,299-59.2% |
| Participant deferral / active EE | $8,465 | $4,454+90.0% | $4,175+102.7% | $6,507+30.1% |
| Admin fee / account holder | $3,641 | $5,568-34.6% | $5,349-31.9% | $12,624-71.2% |