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 | $239,823 | $85,766+179.6% | $136,294+76.0% | $70,131+242.0% |
| Participation rate | 69.0% | 74.2%-5.1pp | 81.9%-12.9pp | 69.5%-0.5pp |
| Annual return | 16.42% | 31.45%-15.0pp | 5155.94%-5139.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $3,249 | $2,966+9.5% | $4,695-30.8% | $2,342+38.7% |
| Participant deferral / active EE | $6,755 | $5,051+33.7% | $6,247+8.1% | $3,332+102.7% |
| Admin fee / account holder | $17,744 | $5,420+227.4% | $9,243+92.0% | $4,645+282.0% |