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 | $215,322 | $168,632+27.7% | $147,614+45.9% | $125,391+71.7% |
| Participation rate | 42.9% | 88.8%-45.9pp | 84.6%-41.8pp | 83.2%-40.3pp |
| Annual return | -1.51% | 77.65%-79.2pp | 61.98%-63.5pp | 282.22%-283.7pp |
| Employer contribution / active EE | $1,401 | $6,252-77.6% | $5,564-74.8% | $4,866-71.2% |
| Participant deferral / active EE | $4,156 | $5,507-24.5% | $4,895-15.1% | $5,352-22.3% |
| Admin fee / account holder | $6,837 | $13,580-49.7% | $11,611-41.1% | $9,540-28.3% |