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 | $220,194 | $100,754+118.5% | $86,677+154.0% | $134,475+63.7% |
| Participation rate | 55.0% | 78.9%-23.9pp | 76.6%-21.6pp | 81.2%-26.2pp |
| Annual return | -15.70% | 29.04%-44.7pp | 35.91%-51.6pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,252 | $3,489-35.5% | $2,836-20.6% | $4,740-52.5% |
| Participant deferral / active EE | $5,298 | $5,338-0.7% | $4,656+13.8% | $6,400-17.2% |
| Admin fee / account holder | $472 | $10,926-95.7% | $7,493-93.7% | $11,426-95.9% |