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 | $190,273 | $91,538+107.9% | $129,995+46.4% | $75,163+153.1% |
| Participation rate | 56.0% | 71.4%-15.4pp | 78.5%-22.5pp | 67.2%-11.2pp |
| Annual return | 20.53% | -631.11%+651.6pp | -137.18%+157.7pp | 160.62%-140.1pp |
| Employer contribution / active EE | $1,523 | $2,845-46.5% | $4,320-64.7% | $2,670-43.0% |
| Participant deferral / active EE | $2,469 | $4,341-43.1% | $5,820-57.6% | $4,125-40.2% |
| Admin fee / account holder | $2,779 | $6,790-59.1% | $10,614-73.8% | $5,651-50.8% |