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 | $230,869 | $165,335+39.6% | $149,696+54.2% | $158,922+45.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 12.70% | 348.15%-335.4pp | 276.60%-263.9pp | 302.83%-290.1pp |
| Employer contribution / active EE | $2,562 | $5,103-49.8% | $4,644-44.8% | $4,761-46.2% |
| Participant deferral / active EE | $6,710 | $7,181-6.6% | $6,842-1.9% | $5,982+12.2% |
| Admin fee / account holder | $7,167 | $10,807-33.7% | $9,309-23.0% | $11,246-36.3% |