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 | $210,311 | $95,561+120.1% | $77,163+172.6% | $139,434+50.8% |
| Participation rate | 66.7% | 73.9%-7.3pp | 69.6%-2.9pp | 80.3%-13.7pp |
| Annual return | 13.83% | 54.92%-41.1pp | 37.87%-24.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,836 | $3,147-41.7% | $2,535-27.6% | $4,751-61.4% |
| Participant deferral / active EE | $4,481 | $4,624-3.1% | $3,833+16.9% | $6,710-33.2% |
| Admin fee / account holder | $68,207 | $8,295+722.3% | $5,472+1146.4% | $11,403+498.2% |