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 | $234,422 | $92,222+154.2% | $76,768+205.4% | $135,375+73.2% |
| Participation rate | 23.1% | 79.8%-56.7pp | 77.0%-53.9pp | 82.6%-59.6pp |
| Annual return | -7.34% | 5.46%-12.8pp | 2.43%-9.8pp | 519.73%-527.1pp |
| Employer contribution / active EE | $3,242 | $3,216+0.8% | $2,485+30.5% | $4,779-32.1% |
| Participant deferral / active EE | $5,471 | $4,509+21.3% | $3,852+42.0% | $5,609-2.5% |
| Admin fee / account holder | $10,490 | $10,748-2.4% | $6,675+57.2% | $10,827-3.1% |