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 | $172,561 | $60,124+187.0% | $90,404+90.9% | $79,858+116.1% |
| Participation rate | 18.8% | 65.0%-46.2pp | 72.7%-53.9pp | 69.6%-50.9pp |
| Annual return | 17.43% | 71.94%-54.5pp | 1293.02%-1275.6pp | 31.71%-14.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,636 | $2,938-44.3% | $3,963-58.7% | $3,740-56.3% |
| Admin fee / account holder | $33,056 | $3,976+731.3% | $5,611+489.1% | $5,306+523.0% |