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 7-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 | $215,606 | $109,982+96.0% | $97,226+121.8% | $145,922+47.8% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 10.86% | 242.90%-232.0pp | 75.13%-64.3pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,220 | $3,084-28.0% | $2,729-18.7% | $4,660-52.4% |
| Participant deferral / active EE | $6,967 | $4,676+49.0% | $4,264+63.4% | $6,688+4.2% |
| Admin fee / account holder | $392,772 | $6,221+6214.1% | $5,654+6847.4% | $13,397+2831.8% |