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 | $123,614 | $99,652+24.0% | $78,778+56.9% | $147,584-16.2% |
| Participation rate | 57.1% | 76.2%-19.1pp | 69.2%-12.0pp | 82.8%-25.7pp |
| Annual return | 14.96% | 47.28%-32.3pp | 35.62%-20.7pp | 578.55%-563.6pp |
| Employer contribution / active EE | $328 | $2,796-88.3% | $1,986-83.5% | $4,876-93.3% |
| Participant deferral / active EE | $6,377 | $3,664+74.1% | $2,958+115.6% | $5,439+17.2% |
| Admin fee / account holder | $120,186 | $7,155+1579.7% | $5,134+2241.1% | $10,885+1004.1% |