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 | $218,400 | $99,032+120.5% | $80,019+172.9% | $135,375+61.3% |
| Participation rate | 64.7% | 78.4%-13.6pp | 75.8%-11.1pp | 82.6%-17.9pp |
| Annual return | -1.19% | 15.39%-16.6pp | 11.22%-12.4pp | 519.73%-520.9pp |
| Employer contribution / active EE | $2,372 | $3,043-22.1% | $2,468-3.9% | $4,779-50.4% |
| Participant deferral / active EE | $5,222 | $4,282+21.9% | $3,686+41.7% | $5,609-6.9% |
| Admin fee / account holder | $47,182 | $10,436+352.1% | $6,521+623.6% | $10,827+335.8% |