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 | $232,771 | $78,672+195.9% | $109,143+113.3% | $85,850+171.1% |
| Participation rate | 6.3% | 68.3%-62.0pp | 75.9%-69.6pp | 69.3%-63.1pp |
| Annual return | 24.75% | 25.09%-0.3pp | 25.75%-1.0pp | 318.53%-293.8pp |
| Employer contribution / active EE | $8,315 | $2,735+204.0% | $3,722+123.4% | $2,565+224.1% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,889 | $5,469-65.5% | $6,752-72.0% | $6,260-69.8% |