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 | $237,827 | $117,983+101.6% | $101,794+133.6% | $142,382+67.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 10.01% | 36.92%-26.9pp | 30.53%-20.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,033 | $2,773-62.7% | $2,289-54.9% | $4,299-76.0% |
| Participant deferral / active EE | $1,255 | $4,714-73.4% | $4,084-69.3% | $6,507-80.7% |
| Admin fee / account holder | $195,669 | $10,433+1775.4% | $8,777+2129.3% | $12,624+1450.0% |