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 | $209,964 | $167,307+25.5% | $143,757+46.1% | $134,475+56.1% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -17.89% | 0.46%-18.3pp | -0.04%-17.8pp | 417.96%-435.9pp |
| Employer contribution / active EE | $9,561 | $5,619+70.1% | $4,951+93.1% | $4,740+101.7% |
| Participant deferral / active EE | $10,543 | $6,446+63.6% | $5,637+87.0% | $6,400+64.7% |
| Admin fee / account holder | $1,550 | $18,088-91.4% | $14,673-89.4% | $11,426-86.4% |