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 | $194,739 | $84,402+130.7% | $61,373+217.3% | $134,475+44.8% |
| Participation rate | 40.0% | 62.2%-22.2pp | 52.6%-12.6pp | 81.2%-41.2pp |
| Annual return | -18.46% | 584.55%-603.0pp | 338.61%-357.1pp | 417.96%-436.4pp |
| Employer contribution / active EE | $745 | $1,544-51.8% | $1,159-35.8% | $4,740-84.3% |
| Participant deferral / active EE | $3,432 | $2,819+21.7% | $2,125+61.5% | $6,400-46.4% |
| Admin fee / account holder | $1,654 | $2,585-36.0% | $2,130-22.4% | $11,426-85.5% |