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 | $191,877 | $105,998+81.0% | $92,233+108.0% | $147,584+30.0% |
| Participation rate | 47.8% | 80.4%-32.6pp | 76.5%-28.7pp | 82.8%-35.0pp |
| Annual return | 15.98% | 50.05%-34.1pp | 176.28%-160.3pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,406 | $4,333-67.5% | $3,679-61.8% | $4,876-71.2% |
| Participant deferral / active EE | $3,138 | $4,478-29.9% | $3,897-19.5% | $5,439-42.3% |
| Admin fee / account holder | $1,471 | $6,332-76.8% | $5,194-71.7% | $10,885-86.5% |