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 8-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 | $167,272 | $111,724+49.7% | $93,606+78.7% | $145,922+14.6% |
| Participation rate | 14.3% | 74.2%-59.9pp | 68.7%-54.4pp | 80.3%-66.0pp |
| Annual return | 9.95% | 202.98%-193.0pp | 133.20%-123.2pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,233 | $3,090-60.1% | $2,420-49.0% | $4,660-73.5% |
| Participant deferral / active EE | $1,541 | $4,912-68.6% | $4,411-65.1% | $6,688-77.0% |
| Admin fee / account holder | $2,361 | $10,250-77.0% | $8,285-71.5% | $13,397-82.4% |