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 | $222,039 | $112,881+96.7% | $90,951+144.1% | $158,922+39.7% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 14.97% | 215.79%-200.8pp | 134.60%-119.6pp | 302.83%-287.9pp |
| Employer contribution / active EE | $2,000 | $2,893-30.9% | $2,122-5.8% | $4,761-58.0% |
| Participant deferral / active EE | $5,201 | $4,128+26.0% | $3,373+54.2% | $5,982-13.1% |
| Admin fee / account holder | $13,731 | $8,041+70.8% | $5,959+130.4% | $11,246+22.1% |