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 | $220,105 | $133,958+64.3% | $112,228+96.1% | $134,475+63.7% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -13.61% | 47.11%-60.7pp | 27.45%-41.1pp | 417.96%-431.6pp |
| Employer contribution / active EE | $2,545 | $4,038-37.0% | $3,635-30.0% | $4,740-46.3% |
| Participant deferral / active EE | $6,717 | $5,291+27.0% | $4,728+42.1% | $6,400+5.0% |
| Admin fee / account holder | $12,784 | $7,489+70.7% | $6,410+99.4% | $11,426+11.9% |