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 | $212,393 | $74,888+183.6% | $71,209+198.3% | $142,382+49.2% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.1%-24.6pp |
| Annual return | 15.58% | 345.14%-329.6pp | 282.51%-266.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,260 | $2,854-20.8% | $2,721-16.9% | $4,299-47.4% |
| Participant deferral / active EE | $7,790 | $4,454+74.9% | $4,175+86.6% | $6,507+19.7% |
| Admin fee / account holder | $105,227 | $5,568+1789.7% | $5,349+1867.3% | $12,624+733.6% |