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 | $181,918 | $111,724+62.8% | $93,606+94.3% | $145,922+24.7% |
| Participation rate | 45.5% | 74.2%-28.8pp | 68.7%-23.3pp | 80.3%-34.8pp |
| Annual return | 8.89% | 202.98%-194.1pp | 133.20%-124.3pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,030 | $3,090-66.7% | $2,420-57.4% | $4,660-77.9% |
| Participant deferral / active EE | $4,879 | $4,912-0.7% | $4,411+10.6% | $6,688-27.1% |
| Admin fee / account holder | $52,683 | $10,250+414.0% | $8,285+535.9% | $13,397+293.2% |