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 | $203,471 | $77,503+162.5% | $100,391+102.7% | $80,856+151.6% |
| Participation rate | 66.7% | 76.9%-10.3pp | 81.5%-14.8pp | 67.6%-1.0pp |
| Annual return | 18.25% | 37.20%-19.0pp | 49.20%-31.0pp | 35.59%-17.3pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,185 | $6,820+5.4% | $8,082-11.1% | $4,296+67.3% |
| Admin fee / account holder | $13,121 | $5,897+122.5% | $7,899+66.1% | $6,918+89.7% |