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 | $229,886 | $183,519+25.3% | $155,509+47.8% | $145,922+57.5% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 12.09% | 61.17%-49.1pp | 64.67%-52.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,253 | $5,313-76.4% | $4,672-73.2% | $4,660-73.1% |
| Participant deferral / active EE | $6,073 | $6,462-6.0% | $5,626+7.9% | $6,688-9.2% |
| Admin fee / account holder | $98,747 | $19,313+411.3% | $15,912+520.6% | $13,397+637.1% |