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 | $190,955 | $88,751+115.2% | $81,812+133.4% | $145,922+30.9% |
| Participation rate | 14.3% | 75.0%-60.7pp | 72.3%-58.1pp | 80.3%-66.0pp |
| Annual return | 22.89% | 1025.40%-1002.5pp | 773.79%-750.9pp | 561.29%-538.4pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,767 | $4,643-61.9% | $4,319-59.1% | $6,688-73.6% |
| Admin fee / account holder | $6,897 | $8,415-18.0% | $7,386-6.6% | $13,397-48.5% |