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 | $119,417 | $31,310+281.4% | $53,898+121.6% | $74,304+60.7% |
| Participation rate | 18.6% | 30.7%-12.1pp | 55.0%-36.4pp | 60.3%-41.7pp |
| Annual return | 15.22% | 23.16%-7.9pp | 528.60%-513.4pp | 29.43%-14.2pp |
| Employer contribution / active EE | $462 | $450+2.6% | $932-50.5% | $2,241-79.4% |
| Participant deferral / active EE | $1,163 | $934+24.5% | $1,826-36.3% | $3,767-69.1% |
| Admin fee / account holder | $18,141 | $2,175+733.9% | $2,491+628.3% | $2,969+511.1% |