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 | $230,203 | $102,966+123.6% | $90,281+155.0% | $152,861+50.6% |
| Participation rate | 36.4% | 75.9%-39.5pp | 73.3%-36.9pp | 82.4%-46.1pp |
| Annual return | 24.67% | 95.16%-70.5pp | 78.10%-53.4pp | 345.32%-320.7pp |
| Employer contribution / active EE | $964 | $3,139-69.3% | $2,854-66.2% | $4,762-79.7% |
| Participant deferral / active EE | $3,593 | $4,281-16.1% | $3,885-7.5% | $5,850-38.6% |
| Admin fee / account holder | $1,008 | $6,171-83.7% | $5,351-81.2% | $11,596-91.3% |