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 | $212,320 | $111,754+90.0% | $103,333+105.5% | $145,922+45.5% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 11.20% | 24.77%-13.6pp | 24.88%-13.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,177 | $4,212-72.1% | $3,868-69.6% | $4,660-74.7% |
| Participant deferral / active EE | $2,355 | $5,619-58.1% | $5,057-53.4% | $6,688-64.8% |
| Admin fee / account holder | $5,971 | $9,750-38.8% | $8,355-28.5% | $13,397-55.4% |