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 | $189,588 | $58,208+225.7% | $81,812+131.7% | $80,856+134.5% |
| Participation rate | 57.5% | 63.4%-5.9pp | 72.3%-14.8pp | 67.6%-10.1pp |
| Annual return | 16.24% | 41.66%-25.4pp | 773.79%-757.5pp | 35.59%-19.4pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,757 | $3,281+136.4% | $4,319+79.6% | $4,296+80.6% |
| Admin fee / account holder | $12,371 | $4,981+148.3% | $7,386+67.5% | $6,918+78.8% |