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 | $179,702 | $70,606+154.5% | $53,898+233.4% | $142,382+26.2% |
| Participation rate | 31.6% | 63.7%-32.1pp | 55.0%-23.4pp | 80.1%-48.5pp |
| Annual return | 14.57% | 619.81%-605.2pp | 528.60%-514.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $665 | $1,202-44.7% | $932-28.7% | $4,299-84.5% |
| Participant deferral / active EE | $5,737 | $2,364+142.7% | $1,826+214.1% | $6,507-11.8% |
| Admin fee / account holder | $3,752 | $2,852+31.6% | $2,491+50.6% | $12,624-70.3% |