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 | $239,411 | $58,726+307.7% | $92,233+159.6% | $62,292+284.3% |
| Participation rate | 22.3% | 68.3%-46.0pp | 76.5%-54.2pp | 69.5%-47.2pp |
| Annual return | 15.89% | 43.62%-27.7pp | 176.28%-160.4pp | 28.90%-13.0pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,000 | $2,766-27.7% | $3,897-48.7% | $3,169-36.9% |
| Admin fee / account holder | $11,314 | $556+1933.2% | $5,194+117.9% | $479+2260.3% |