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 | $186,560 | $63,346+194.5% | $92,233+102.3% | $70,131+166.0% |
| Participation rate | 30.8% | 68.7%-37.9pp | 76.5%-45.7pp | 69.5%-38.8pp |
| Annual return | 19.71% | 530.12%-510.4pp | 176.28%-156.6pp | 73.14%-53.4pp |
| Employer contribution / active EE | $1,172 | $2,471-52.6% | $3,679-68.1% | $2,342-49.9% |
| Participant deferral / active EE | $2,338 | $2,854-18.1% | $3,897-40.0% | $3,332-29.8% |
| Admin fee / account holder | $33,445 | $3,840+770.9% | $5,194+544.0% | $4,645+620.0% |