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 | $178,817 | $108,642+64.6% | $74,701+139.4% | $152,861+17.0% |
| Participation rate | 33.3% | 65.3%-32.0pp | 54.5%-21.1pp | 82.4%-49.1pp |
| Annual return | 19.67% | 114.06%-94.4pp | 752.92%-733.2pp | 345.32%-325.6pp |
| Employer contribution / active EE | $451 | $1,503-70.0% | $1,084-58.4% | $4,762-90.5% |
| Participant deferral / active EE | $2,166 | $2,712-20.2% | $1,964+10.3% | $5,850-63.0% |
| Admin fee / account holder | $27,392 | $4,902+458.7% | $3,333+721.8% | $11,596+136.2% |