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 | $191,643 | $72,400+164.7% | $67,502+183.9% | $145,922+31.3% |
| Participation rate | 45.5% | 76.9%-31.4pp | 72.9%-27.4pp | 80.3%-34.8pp |
| Annual return | 15.88% | 7182.46%-7166.6pp | 3512.12%-3496.2pp | 561.29%-545.4pp |
| Employer contribution / active EE | $1,421 | $3,069-53.7% | $2,731-48.0% | $4,660-69.5% |
| Participant deferral / active EE | $3,517 | $4,783-26.5% | $4,000-12.1% | $6,688-47.4% |
| Admin fee / account holder | $5,874 | $5,539+6.0% | $3,998+46.9% | $13,397-56.2% |