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 | $237,821 | $90,348+163.2% | $75,972+213.0% | $145,922+63.0% |
| Participation rate | 53.8% | 74.5%-20.6pp | 69.1%-15.2pp | 80.3%-26.4pp |
| Annual return | 13.51% | 620.88%-607.4pp | 359.55%-346.0pp | 561.29%-547.8pp |
| Employer contribution / active EE | $899 | $3,311-72.9% | $2,685-66.5% | $4,660-80.7% |
| Participant deferral / active EE | $2,571 | $5,162-50.2% | $4,255-39.6% | $6,688-61.6% |
| Admin fee / account holder | $9,943 | $8,467+17.4% | $6,467+53.8% | $13,397-25.8% |