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 | $239,376 | $71,050+236.9% | $93,606+155.7% | $80,856+196.1% |
| Participation rate | 65.7% | 60.4%+5.3pp | 68.7%-3.0pp | 67.6%-1.9pp |
| Annual return | 16.41% | 11.26%+5.2pp | 133.20%-116.8pp | 35.59%-19.2pp |
| Employer contribution / active EE | $3,075 | $1,564+96.7% | $2,420+27.1% | $2,755+11.6% |
| Participant deferral / active EE | $6,378 | $4,034+58.1% | $4,411+44.6% | $4,296+48.5% |
| Admin fee / account holder | $30,855 | $6,945+344.3% | $8,285+272.4% | $6,918+346.0% |