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 | $217,025 | $70,669+207.1% | $169,368+28.1% | $75,163+188.7% |
| Participation rate | 29.4% | 64.8%-35.4pp | 77.1%-47.7pp | 67.2%-37.8pp |
| Annual return | 18.76% | 36.36%-17.6pp | 405.60%-386.8pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,087 | $2,211-50.9% | $4,013-72.9% | $2,670-59.3% |
| Participant deferral / active EE | $1,700 | $4,311-60.6% | $6,221-72.7% | $4,125-58.8% |
| Admin fee / account holder | $4,519 | $5,402-16.4% | $9,003-49.8% | $5,651-20.0% |