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 | $223,336 | $117,841+89.5% | $102,423+118.1% | $145,922+53.1% |
| Participation rate | 55.0% | 78.6%-23.6pp | 76.5%-21.5pp | 80.3%-25.3pp |
| Annual return | 11.22% | 31.65%-20.4pp | 29.32%-18.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,187 | $3,615-39.5% | $3,023-27.7% | $4,660-53.1% |
| Participant deferral / active EE | $9,372 | $5,731+63.5% | $5,053+85.5% | $6,688+40.1% |
| Admin fee / account holder | $5,805 | $13,326-56.4% | $9,451-38.6% | $13,397-56.7% |