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 | $198,919 | $61,774+222.0% | $97,226+104.6% | $80,856+146.0% |
| Participation rate | 61.3% | 63.5%-2.2pp | 72.7%-11.4pp | 67.6%-6.3pp |
| Annual return | 12.92% | -557.90%+570.8pp | 75.13%-62.2pp | 35.59%-22.7pp |
| Employer contribution / active EE | $881 | $1,837-52.0% | $2,729-67.7% | $2,755-68.0% |
| Participant deferral / active EE | $4,605 | $3,029+52.0% | $4,264+8.0% | $4,296+7.2% |
| Admin fee / account holder | $18,767 | $5,166+263.3% | $5,654+232.0% | $6,918+171.3% |