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 | $217,350 | $100,773+115.7% | $88,946+144.4% | $142,382+52.7% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.8%-28.8pp | 80.1%-40.1pp |
| Annual return | 15.59% | 70.18%-54.6pp | 57.82%-42.2pp | 217.08%-201.5pp |
| Employer contribution / active EE | $965 | $2,918-66.9% | $2,555-62.2% | $4,299-77.5% |
| Participant deferral / active EE | $3,240 | $5,230-38.0% | $4,581-29.3% | $6,507-50.2% |
| Admin fee / account holder | $1,822 | $9,693-81.2% | $8,261-77.9% | $12,624-85.6% |