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 | $165,187 | $96,305+71.5% | $80,569+105.0% | $139,434+18.5% |
| Participation rate | 43.5% | 73.6%-30.2pp | 67.0%-23.5pp | 80.3%-36.8pp |
| Annual return | 12.76% | 1350.08%-1337.3pp | 935.43%-922.7pp | 372.94%-360.2pp |
| Employer contribution / active EE | $1,567 | $3,262-52.0% | $2,723-42.5% | $4,751-67.0% |
| Participant deferral / active EE | $3,199 | $5,232-38.9% | $4,447-28.1% | $6,710-52.3% |
| Admin fee / account holder | $16,380 | $6,599+148.2% | $5,377+204.6% | $11,403+43.7% |