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 | $190,623 | $99,020+92.5% | $86,590+120.1% | $147,584+29.2% |
| Participation rate | 37.5% | 76.3%-38.8pp | 73.5%-36.0pp | 82.8%-45.3pp |
| Annual return | 13.16% | 1312.34%-1299.2pp | 964.84%-951.7pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,133 | $3,132-63.8% | $2,839-60.1% | $4,876-76.8% |
| Participant deferral / active EE | $6,224 | $3,972+56.7% | $3,609+72.5% | $5,439+14.4% |
| Admin fee / account holder | $1,033 | $5,710-81.9% | $4,906-78.9% | $10,885-90.5% |