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 | $235,869 | $106,543+121.4% | $91,220+158.6% | $134,475+75.4% |
| Participation rate | 58.3% | 76.8%-18.5pp | 73.2%-14.9pp | 81.2%-22.9pp |
| Annual return | -15.91% | 160.60%-176.5pp | 114.01%-129.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,113 | $3,331-36.6% | $2,850-25.9% | $4,740-55.4% |
| Participant deferral / active EE | $9,288 | $4,719+96.8% | $4,234+119.4% | $6,400+45.1% |
| Admin fee / account holder | $1,542 | $6,231-75.3% | $5,420-71.6% | $11,426-86.5% |