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 | $237,920 | $81,208+193.0% | $98,907+140.5% | $79,858+197.9% |
| Participation rate | 20.0% | 72.5%-52.5pp | 76.0%-56.0pp | 69.6%-49.6pp |
| Annual return | 14.26% | 60.99%-46.7pp | 196.43%-182.2pp | 31.71%-17.5pp |
| Employer contribution / active EE | $825 | $1,960-57.9% | $2,689-69.3% | $2,471-66.6% |
| Participant deferral / active EE | $2,134 | $3,265-34.6% | $4,244-49.7% | $3,740-42.9% |
| Admin fee / account holder | $16,692 | $6,013+177.6% | $6,642+151.3% | $5,306+214.6% |