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 | $230,005 | $70,606+225.8% | $53,898+326.7% | $142,382+61.5% |
| Participation rate | 6.7% | 63.7%-57.0pp | 55.0%-48.3pp | 80.1%-73.5pp |
| Annual return | 15.40% | 619.81%-604.4pp | 528.60%-513.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $195 | $1,202-83.8% | $932-79.1% | $4,299-95.5% |
| Participant deferral / active EE | $487 | $2,364-79.4% | $1,826-73.4% | $6,507-92.5% |
| Admin fee / account holder | $1,500 | $2,852-47.4% | $2,491-39.8% | $12,624-88.1% |