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 4-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 | $206,983 | $74,888+176.4% | $71,209+190.7% | $142,382+45.4% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.1%-55.1pp |
| Annual return | 21.18% | 345.14%-324.0pp | 282.51%-261.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $500 | $2,854-82.5% | $2,721-81.6% | $4,299-88.4% |
| Participant deferral / active EE | $5,870 | $4,454+31.8% | $4,175+40.6% | $6,507-9.8% |
| Admin fee / account holder | $832 | $5,568-85.1% | $5,349-84.4% | $12,624-93.4% |