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 | $233,848 | $101,069+131.4% | $81,478+187.0% | $147,584+58.5% |
| Participation rate | 33.3% | 74.5%-41.1pp | 68.0%-34.6pp | 82.8%-49.5pp |
| Annual return | 23.92% | 32.40%-8.5pp | 38.78%-14.9pp | 578.55%-554.6pp |
| Employer contribution / active EE | $893 | $3,205-72.1% | $2,568-65.2% | $4,876-81.7% |
| Participant deferral / active EE | $3,080 | $4,242-27.4% | $3,537-12.9% | $5,439-43.4% |
| Admin fee / account holder | $12,816 | $5,812+120.5% | $4,561+181.0% | $10,885+17.7% |