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 8-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 | $230,111 | $117,983+95.0% | $101,794+126.1% | $142,382+61.6% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.2%-6.7pp | 80.1%-17.6pp |
| Annual return | 16.45% | 36.92%-20.5pp | 30.53%-14.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,997 | $2,773-28.0% | $2,289-12.7% | $4,299-53.5% |
| Participant deferral / active EE | $7,549 | $4,714+60.2% | $4,084+84.8% | $6,507+16.0% |
| Admin fee / account holder | $107,018 | $10,433+925.7% | $8,777+1119.3% | $12,624+747.8% |