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 | $197,541 | $227,553-13.2% | $189,557+4.2% | $167,490+17.9% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.4%-40.9pp | 82.1%-44.6pp |
| Annual return | 17.95% | 78.40%-60.4pp | 64.17%-46.2pp | 478.56%-460.6pp |
| Employer contribution / active EE | $1,975 | $5,316-62.8% | $4,412-55.2% | $4,837-59.2% |
| Participant deferral / active EE | $3,621 | $7,002-48.3% | $6,174-41.4% | $6,341-42.9% |
| Admin fee / account holder | $38,557 | $11,878+224.6% | $9,807+293.2% | $12,309+213.2% |