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 | $227,168 | $112,881+101.2% | $90,951+149.8% | $158,922+42.9% |
| Participation rate | 63.6% | 74.7%-11.1pp | 69.0%-5.4pp | 82.0%-18.3pp |
| Annual return | 14.42% | 215.79%-201.4pp | 134.60%-120.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,795 | $2,893-37.9% | $2,122-15.4% | $4,761-62.3% |
| Participant deferral / active EE | $4,846 | $4,128+17.4% | $3,373+43.7% | $5,982-19.0% |
| Admin fee / account holder | $36,944 | $8,041+359.5% | $5,959+520.0% | $11,246+228.5% |