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 | $184,732 | $104,486+76.8% | $76,817+140.5% | $152,861+20.8% |
| Participation rate | 69.6% | 76.6%-7.0pp | 72.1%-2.5pp | 82.4%-12.9pp |
| Annual return | 16.23% | 1013.37%-997.1pp | 1166.11%-1149.9pp | 345.32%-329.1pp |
| Employer contribution / active EE | $1,458 | $3,116-53.2% | $2,302-36.7% | $4,762-69.4% |
| Participant deferral / active EE | $1,881 | $4,236-55.6% | $3,336-43.6% | $5,850-67.9% |
| Admin fee / account holder | $4,836 | $12,275-60.6% | $6,420-24.7% | $11,596-58.3% |