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 | $245,611 | $97,881+150.9% | $80,004+207.0% | $125,391+95.9% |
| Participation rate | 66.7% | 77.9%-11.2pp | 73.0%-6.3pp | 83.2%-16.5pp |
| Annual return | 12.09% | 9.36%+2.7pp | 7.63%+4.5pp | 282.22%-270.1pp |
| Employer contribution / active EE | $567 | $3,128-81.9% | $2,473-77.1% | $4,866-88.3% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $35,574 | $6,278+466.7% | $5,033+606.8% | $9,540+272.9% |