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 | $210,215 | $126,574+66.1% | $106,213+97.9% | $145,922+44.1% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 15.76% | 224.79%-209.0pp | 116.14%-100.4pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,103 | $3,730-70.4% | $3,171-65.2% | $4,660-76.3% |
| Participant deferral / active EE | $3,080 | $5,724-46.2% | $5,016-38.6% | $6,688-54.0% |
| Admin fee / account holder | $23,180 | $17,304+34.0% | $11,033+110.1% | $13,397+73.0% |