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 | $220,270 | $109,881+100.5% | $150,045+46.8% | $84,808+159.7% |
| Participation rate | 65.7% | 76.1%-10.4pp | 82.3%-16.6pp | 68.3%-2.6pp |
| Annual return | 15.91% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $4,647 | $3,561+30.5% | $4,693-1.0% | $2,631+76.6% |
| Participant deferral / active EE | $5,827 | $6,636-12.2% | $7,997-27.1% | $4,212+38.4% |
| Admin fee / account holder | $1,738 | $8,568-79.7% | $13,435-87.1% | $7,344-76.3% |