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 | $193,280 | $71,050+172.0% | $93,606+106.5% | $80,856+139.0% |
| Participation rate | 58.5% | 60.4%-1.9pp | 68.7%-10.2pp | 67.6%-9.1pp |
| Annual return | 11.43% | 11.26%+0.2pp | 133.20%-121.8pp | 35.59%-24.2pp |
| Employer contribution / active EE | $3,301 | $1,564+111.1% | $2,420+36.4% | $2,755+19.8% |
| Participant deferral / active EE | $7,929 | $4,034+96.6% | $4,411+79.8% | $4,296+84.6% |
| Admin fee / account holder | $12,088 | $6,945+74.1% | $8,285+45.9% | $6,918+74.7% |