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 | $203,934 | $190,805+6.9% | $159,960+27.5% | $134,475+51.7% |
| Participation rate | 68.8% | 81.9%-13.2pp | 78.0%-9.2pp | 81.2%-12.5pp |
| Annual return | -14.17% | 552.23%-566.4pp | 408.60%-422.8pp | 417.96%-432.1pp |
| Employer contribution / active EE | $695 | $4,995-86.1% | $4,226-83.6% | $4,740-85.3% |
| Participant deferral / active EE | $4,558 | $6,923-34.2% | $6,182-26.3% | $6,400-28.8% |
| Admin fee / account holder | $1,772 | $10,471-83.1% | $8,698-79.6% | $11,426-84.5% |