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 | $192,699 | $24,733+679.1% | $69,647+176.7% | $74,495+158.7% |
| Participation rate | 56.6% | 63.5%-6.9pp | 66.5%-9.8pp | 67.2%-10.6pp |
| Annual return | 14.42% | 18.55%-4.1pp | 100.48%-86.1pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $2,572 | $1,001+157.0% | $1,712+50.2% | $2,623-2.0% |
| Participant deferral / active EE | $5,235 | $1,901+175.4% | $2,886+81.4% | $4,346+20.5% |
| Admin fee / account holder | $11,112 | $1,892+487.5% | $4,713+135.8% | $1,942+472.3% |