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 | $193,901 | $159,602+21.5% | $150,045+29.2% | $142,382+36.2% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.3%-82.3pp | 80.1%-80.1pp |
| Annual return | 19.18% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,900 | $4,961-41.5% | $4,693-38.2% | $4,299-32.5% |
| Participant deferral / active EE | $4,106 | $8,310-50.6% | $7,997-48.7% | $6,507-36.9% |
| Admin fee / account holder | $106,545 | $14,846+617.6% | $13,435+693.1% | $12,624+744.0% |