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 | $216,310 | $91,538+136.3% | $129,995+66.4% | $75,163+187.8% |
| Participation rate | 57.1% | 71.4%-14.3pp | 78.5%-21.3pp | 67.2%-10.0pp |
| Annual return | 18.13% | -631.11%+649.2pp | -137.18%+155.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $2,098 | $2,845-26.3% | $4,320-51.4% | $2,670-21.4% |
| Participant deferral / active EE | $5,187 | $4,341+19.5% | $5,820-10.9% | $4,125+25.7% |
| Admin fee / account holder | $882 | $6,790-87.0% | $10,614-91.7% | $5,651-84.4% |