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 | $199,845 | $109,327+82.8% | $89,391+123.6% | $158,922+25.8% |
| Participation rate | 15.4% | 74.3%-58.9pp | 68.0%-52.6pp | 82.0%-66.6pp |
| Annual return | 16.83% | 345.68%-328.8pp | 245.62%-228.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $514 | $3,170-83.8% | $2,586-80.1% | $4,761-89.2% |
| Participant deferral / active EE | $2,542 | $4,598-44.7% | $3,890-34.6% | $5,982-57.5% |
| Admin fee / account holder | $1,575 | $6,153-74.4% | $4,881-67.7% | $11,246-86.0% |