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 | $230,792 | $133,922+72.3% | $116,228+98.6% | $142,382+62.1% |
| Participation rate | 64.7% | 77.9%-13.2pp | 74.6%-9.8pp | 80.1%-15.4pp |
| Annual return | 12.40% | 147.76%-135.4pp | 90.06%-77.7pp | 217.08%-204.7pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,640 | $5,672-53.5% | $4,953-46.7% | $6,507-59.4% |
| Admin fee / account holder | $13,386 | $14,945-10.4% | $11,989+11.7% | $12,624+6.0% |