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 | $235,841 | $84,696+178.5% | $75,696+211.6% | $167,490+40.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.8%-24.8pp | 82.1%-32.1pp |
| Annual return | 15.41% | 199.36%-183.9pp | 104.53%-89.1pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,200 | $3,230-62.8% | $2,743-56.2% | $4,837-75.2% |
| Participant deferral / active EE | $13,000 | $4,580+183.9% | $3,821+240.2% | $6,341+105.0% |
| Admin fee / account holder | $5,899 | $5,355+10.2% | $3,619+63.0% | $12,309-52.1% |