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 | $187,063 | $105,181+77.8% | $159,436+17.3% | $85,850+117.9% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.8%-22.8pp | 69.3%-9.3pp |
| Annual return | 14.30% | 45.07%-30.8pp | 263.57%-249.3pp | 318.53%-304.2pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $17,030 | $5,945+186.5% | $7,352+131.6% | $3,952+331.0% |
| Admin fee / account holder | $4,187 | $6,933-39.6% | $10,799-61.2% | $6,260-33.1% |