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 9-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 | $217,142 | $70,428+208.3% | $96,562+124.9% | $85,850+152.9% |
| Participation rate | 12.9% | 61.8%-48.9pp | 69.8%-56.9pp | 69.3%-56.4pp |
| Annual return | 12.10% | 18.59%-6.5pp | 37.78%-25.7pp | 318.53%-306.4pp |
| Employer contribution / active EE | $1,041 | $1,413-26.3% | $2,356-55.8% | $2,565-59.4% |
| Participant deferral / active EE | $2,935 | $2,894+1.4% | $3,849-23.7% | $3,952-25.7% |
| Admin fee / account holder | $2,080 | $4,997-58.4% | $6,181-66.3% | $6,260-66.8% |