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 | $237,327 | $73,515+222.8% | $62,995+276.7% | $147,584+60.8% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.8%-17.7pp | 82.8%-25.7pp |
| Annual return | 19.09% | 175.43%-156.3pp | 87.57%-68.5pp | 578.55%-559.5pp |
| Employer contribution / active EE | $2,029 | $3,320-38.9% | $2,759-26.5% | $4,876-58.4% |
| Participant deferral / active EE | $6,160 | $4,185+47.2% | $3,329+85.0% | $5,439+13.3% |
| Admin fee / account holder | $1,775 | $5,953-70.2% | $3,600-50.7% | $10,885-83.7% |