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 | $192,633 | $30,400+533.7% | $53,898+257.4% | $84,808+127.1% |
| Participation rate | 44.6% | 46.4%-1.8pp | 55.0%-10.3pp | 68.3%-23.7pp |
| Annual return | 15.91% | 500.19%-484.3pp | 528.60%-512.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,063 | $603+76.4% | $932+14.1% | $2,631-59.6% |
| Participant deferral / active EE | $1,474 | $1,199+23.0% | $1,826-19.3% | $4,212-65.0% |
| Admin fee / account holder | $48,353 | $1,993+2325.8% | $2,491+1841.3% | $7,344+558.4% |