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 | $230,405 | $96,635+138.4% | $86,612+166.0% | $139,434+65.2% |
| Participation rate | 43.8% | 74.4%-30.7pp | 71.7%-27.9pp | 80.3%-36.6pp |
| Annual return | 12.65% | 106.41%-93.8pp | 591.07%-578.4pp | 372.94%-360.3pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,912 | $4,836-19.1% | $4,438-11.9% | $6,710-41.7% |
| Admin fee / account holder | $2,462 | $6,408-61.6% | $5,614-56.1% | $11,403-78.4% |