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 | $119,249 | $60,124+98.3% | $90,404+31.9% | $79,858+49.3% |
| Participation rate | 23.1% | 65.0%-41.9pp | 72.7%-49.6pp | 69.6%-46.6pp |
| Annual return | 15.66% | 71.94%-56.3pp | 1293.02%-1277.4pp | 31.71%-16.1pp |
| Employer contribution / active EE | $420 | $2,068-79.7% | $3,262-87.1% | $2,471-83.0% |
| Participant deferral / active EE | $4,106 | $2,938+39.7% | $3,963+3.6% | $3,740+9.8% |
| Admin fee / account holder | $816 | $3,976-79.5% | $5,611-85.5% | $5,306-84.6% |