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 | $192,774 | $90,348+113.4% | $75,972+153.7% | $145,922+32.1% |
| Participation rate | 54.5% | 74.5%-19.9pp | 69.1%-14.5pp | 80.3%-25.7pp |
| Annual return | 15.18% | 620.88%-605.7pp | 359.55%-344.4pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,686 | $3,311-49.1% | $2,685-37.2% | $4,660-63.8% |
| Participant deferral / active EE | $4,776 | $5,162-7.5% | $4,255+12.2% | $6,688-28.6% |
| Admin fee / account holder | $2,201 | $8,467-74.0% | $6,467-66.0% | $13,397-83.6% |