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 | $221,233 | $129,942+70.3% | $104,294+112.1% | $134,475+64.5% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -14.33% | 42.03%-56.4pp | 24.61%-38.9pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,289 | $4,184-69.2% | $3,372-61.8% | $4,740-72.8% |
| Participant deferral / active EE | $6,790 | $5,588+21.5% | $4,625+46.8% | $6,400+6.1% |
| Admin fee / account holder | $1,111 | $9,323-88.1% | $7,339-84.9% | $11,426-90.3% |