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 | $142,234 | $63,346+124.5% | $92,233+54.2% | $70,131+102.8% |
| Participation rate | 11.5% | 68.7%-57.1pp | 76.5%-64.9pp | 69.5%-58.0pp |
| Annual return | 12.60% | 530.12%-517.5pp | 176.28%-163.7pp | 73.14%-60.5pp |
| Employer contribution / active EE | $767 | $2,471-68.9% | $3,679-79.1% | $2,342-67.2% |
| Participant deferral / active EE | $1,441 | $2,854-49.5% | $3,897-63.0% | $3,332-56.7% |
| Admin fee / account holder | $9,121 | $3,840+137.5% | $5,194+75.6% | $4,645+96.3% |