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 | $238,057 | $74,888+217.9% | $71,209+234.3% | $142,382+67.2% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.1%-37.3pp |
| Annual return | 26.17% | 345.14%-319.0pp | 282.51%-256.3pp | 217.08%-190.9pp |
| Employer contribution / active EE | $438 | $2,854-84.7% | $2,721-83.9% | $4,299-89.8% |
| Participant deferral / active EE | $1,854 | $4,454-58.4% | $4,175-55.6% | $6,507-71.5% |
| Admin fee / account holder | $12,026 | $5,568+116.0% | $5,349+124.8% | $12,624-4.7% |