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 | $216,497 | $118,849+82.2% | $96,562+124.2% | $167,490+29.3% |
| Participation rate | 57.9% | 75.5%-17.6pp | 69.8%-11.9pp | 82.1%-24.2pp |
| Annual return | 13.63% | 50.49%-36.9pp | 37.78%-24.2pp | 478.56%-464.9pp |
| Employer contribution / active EE | $2,173 | $3,120-30.4% | $2,356-7.8% | $4,837-55.1% |
| Participant deferral / active EE | $6,284 | $4,616+36.1% | $3,849+63.3% | $6,341-0.9% |
| Admin fee / account holder | $45,847 | $8,065+468.5% | $6,181+641.8% | $12,309+272.5% |