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 | $210,167 | $112,881+86.2% | $90,951+131.1% | $158,922+32.2% |
| Participation rate | 68.4% | 74.7%-6.3pp | 69.0%-0.6pp | 82.0%-13.5pp |
| Annual return | 10.04% | 215.79%-205.8pp | 134.60%-124.6pp | 302.83%-292.8pp |
| Employer contribution / active EE | $1,127 | $2,893-61.1% | $2,122-46.9% | $4,761-76.3% |
| Participant deferral / active EE | $4,032 | $4,128-2.3% | $3,373+19.5% | $5,982-32.6% |
| Admin fee / account holder | $11,626 | $8,041+44.6% | $5,959+95.1% | $11,246+3.4% |