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 | $249,136 | $154,117+61.7% | $129,995+91.6% | $139,434+78.7% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.5%-53.5pp | 80.3%-55.3pp |
| Annual return | 10.23% | 32.48%-22.2pp | -137.18%+147.4pp | 372.94%-362.7pp |
| Employer contribution / active EE | $1,380 | $5,289-73.9% | $4,320-68.0% | $4,751-70.9% |
| Participant deferral / active EE | $15,383 | $6,710+129.2% | $5,820+164.3% | $6,710+129.2% |
| Admin fee / account holder | $6,274 | $14,007-55.2% | $10,614-40.9% | $11,403-45.0% |