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 | $226,888 | $149,734+51.5% | $118,925+90.8% | $158,922+42.8% |
| Participation rate | 60.0% | 82.1%-22.1pp | 75.4%-15.4pp | 82.0%-22.0pp |
| Annual return | 12.54% | 19.95%-7.4pp | 35.88%-23.3pp | 302.83%-290.3pp |
| Employer contribution / active EE | $4,921 | $4,115+19.6% | $3,263+50.8% | $4,761+3.4% |
| Participant deferral / active EE | $6,069 | $5,223+16.2% | $4,265+42.3% | $5,982+1.4% |
| Admin fee / account holder | $62,608 | $8,603+627.7% | $6,581+851.4% | $11,246+456.7% |