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 | $211,393 | $89,355+136.6% | $141,162+49.8% | $72,985+189.6% |
| Participation rate | 64.9% | 75.1%-10.3pp | 82.5%-17.6pp | 69.5%-4.6pp |
| Annual return | 25.41% | 111.85%-86.4pp | 71.39%-46.0pp | 81.00%-55.6pp |
| Employer contribution / active EE | $703 | $3,114-77.4% | $4,735-85.2% | $2,440-71.2% |
| Participant deferral / active EE | $4,091 | $5,418-24.5% | $6,709-39.0% | $3,607+13.4% |
| Admin fee / account holder | $15,666 | $5,958+162.9% | $10,261+52.7% | $5,124+205.7% |