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 | $220,390 | $100,754+118.7% | $86,677+154.3% | $134,475+63.9% |
| Participation rate | 61.5% | 78.9%-17.4pp | 76.6%-15.0pp | 81.2%-19.7pp |
| Annual return | -16.72% | 29.04%-45.8pp | 35.91%-52.6pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,561 | $3,489-55.3% | $2,836-45.0% | $4,740-67.1% |
| Participant deferral / active EE | $6,212 | $5,338+16.4% | $4,656+33.4% | $6,400-2.9% |
| Admin fee / account holder | $1,506 | $10,926-86.2% | $7,493-79.9% | $11,426-86.8% |