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 5-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 | $190,485 | $74,888+154.4% | $71,209+167.5% | $142,382+33.8% |
| Participation rate | 18.2% | 76.2%-58.0pp | 73.8%-55.6pp | 80.1%-61.9pp |
| Annual return | 19.06% | 345.14%-326.1pp | 282.51%-263.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,131 | $2,854-60.4% | $2,721-58.4% | $4,299-73.7% |
| Participant deferral / active EE | $4,822 | $4,454+8.2% | $4,175+15.5% | $6,507-25.9% |
| Admin fee / account holder | $808 | $5,568-85.5% | $5,349-84.9% | $12,624-93.6% |