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 | $218,182 | $95,971+127.3% | $74,550+192.7% | $135,375+61.2% |
| Participation rate | 69.2% | 75.7%-6.4pp | 69.1%+0.1pp | 82.6%-13.4pp |
| Annual return | -4.73% | 56.96%-61.7pp | 32.53%-37.3pp | 519.73%-524.5pp |
| Employer contribution / active EE | $891 | $2,716-67.2% | $1,961-54.6% | $4,779-81.4% |
| Participant deferral / active EE | $8,537 | $3,843+122.1% | $3,108+174.7% | $5,609+52.2% |
| Admin fee / account holder | $18,639 | $6,522+185.8% | $5,060+268.4% | $10,827+72.2% |