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 | $248,201 | $102,966+141.1% | $90,281+174.9% | $152,861+62.4% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 29.75% | 95.16%-65.4pp | 78.10%-48.3pp | 345.32%-315.6pp |
| Employer contribution / active EE | $941 | $3,139-70.0% | $2,854-67.0% | $4,762-80.2% |
| Participant deferral / active EE | $3,315 | $4,281-22.6% | $3,885-14.7% | $5,850-43.3% |
| Admin fee / account holder | $149,985 | $6,171+2330.6% | $5,351+2702.8% | $11,596+1193.4% |