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 | $190,581 | $77,899+144.7% | $149,673+27.3% | $75,163+153.6% |
| Participation rate | 63.2% | 65.6%-2.4pp | 78.8%-15.6pp | 67.2%-4.0pp |
| Annual return | 16.56% | 31.72%-15.2pp | 134.42%-117.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,104 | $3,137-32.9% | $4,818-56.3% | $2,670-21.2% |
| Participant deferral / active EE | $6,504 | $3,411+90.7% | $5,680+14.5% | $4,125+57.7% |
| Admin fee / account holder | $36,292 | $5,956+509.3% | $13,210+174.7% | $5,651+542.2% |