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 | $239,965 | $167,307+43.4% | $143,757+66.9% | $134,475+78.4% |
| Participation rate | 63.2% | 84.8%-21.7pp | 80.3%-17.1pp | 81.2%-18.1pp |
| Annual return | -19.35% | 0.46%-19.8pp | -0.04%-19.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,963 | $5,619-47.3% | $4,951-40.1% | $4,740-37.5% |
| Participant deferral / active EE | $6,347 | $6,446-1.5% | $5,637+12.6% | $6,400-0.8% |
| Admin fee / account holder | $3,615 | $18,088-80.0% | $14,673-75.4% | $11,426-68.4% |