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 | $182,967 | $81,625+124.2% | $58,482+212.9% | $139,434+31.2% |
| Participation rate | 20.0% | 61.3%-41.3pp | 50.9%-30.9pp | 80.3%-60.3pp |
| Annual return | 14.26% | 7404.20%-7389.9pp | 4239.32%-4225.1pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,420 | $1,398+1.6% | $1,053+34.9% | $4,751-70.1% |
| Participant deferral / active EE | $2,811 | $2,557+10.0% | $1,924+46.1% | $6,710-58.1% |
| Admin fee / account holder | $59,549 | $3,265+1723.7% | $2,516+2266.8% | $11,403+422.2% |