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 | $243,982 | $127,264+91.7% | $109,895+122.0% | $167,490+45.7% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.2%-44.2pp | 82.1%-52.1pp |
| Annual return | 9.20% | 22.97%-13.8pp | 29.45%-20.3pp | 478.56%-469.4pp |
| Employer contribution / active EE | $438 | $3,322-86.8% | $2,842-84.6% | $4,837-90.9% |
| Participant deferral / active EE | $845 | $4,514-81.3% | $4,048-79.1% | $6,341-86.7% |
| Admin fee / account holder | $27,328 | $7,114+284.1% | $6,066+350.5% | $12,309+122.0% |