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 9-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 | $193,032 | $70,606+173.4% | $53,898+258.1% | $142,382+35.6% |
| Participation rate | 15.4% | 63.7%-48.3pp | 55.0%-39.6pp | 80.1%-64.7pp |
| Annual return | 14.88% | 619.81%-604.9pp | 528.60%-513.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $466 | $1,202-61.2% | $932-50.0% | $4,299-89.1% |
| Participant deferral / active EE | $2,585 | $2,364+9.3% | $1,826+41.5% | $6,507-60.3% |
| Admin fee / account holder | $92,359 | $2,852+3138.8% | $2,491+3608.0% | $12,624+631.6% |