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 | $239,493 | $34,308+598.1% | $74,701+220.6% | $72,985+228.1% |
| Participation rate | 44.8% | 42.4%+2.4pp | 54.5%-9.6pp | 69.5%-24.7pp |
| Annual return | 21.53% | 26.58%-5.1pp | 752.92%-731.4pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,514 | $692+118.9% | $1,084+39.7% | $2,440-37.9% |
| Participant deferral / active EE | $4,829 | $1,271+279.9% | $1,964+146.0% | $3,607+33.9% |
| Admin fee / account holder | $951 | $2,124-55.2% | $3,333-71.5% | $5,124-81.4% |