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 | $248,296 | $53,053+368.0% | $126,539+96.2% | $74,304+234.2% |
| Participation rate | 46.3% | 48.0%-1.8pp | 69.8%-23.6pp | 60.3%-14.1pp |
| Annual return | 13.93% | 29.46%-15.5pp | 425.95%-412.0pp | 29.43%-15.5pp |
| Employer contribution / active EE | $1,824 | $1,168+56.2% | $3,674-50.4% | $2,241-18.6% |
| Participant deferral / active EE | $4,071 | $2,303+76.8% | $4,083-0.3% | $3,767+8.1% |
| Admin fee / account holder | $58,350 | $3,698+1477.9% | $6,065+862.2% | $2,969+1865.4% |