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 | $236,847 | $88,594+167.3% | $70,092+237.9% | $134,475+76.1% |
| Participation rate | 25.0% | 74.9%-49.9pp | 70.5%-45.5pp | 81.2%-56.2pp |
| Annual return | 0.41% | 442.67%-442.3pp | 190.73%-190.3pp | 417.96%-417.6pp |
| Employer contribution / active EE | $905 | $3,233-72.0% | $2,559-64.6% | $4,740-80.9% |
| Participant deferral / active EE | $4,875 | $4,772+2.2% | $3,849+26.7% | $6,400-23.8% |
| Admin fee / account holder | $2,083 | $10,441-80.1% | $6,267-66.8% | $11,426-81.8% |