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 | $144,547 | $96,305+50.1% | $80,569+79.4% | $139,434+3.7% |
| Participation rate | 15.8% | 73.6%-57.8pp | 67.0%-51.2pp | 80.3%-64.5pp |
| Annual return | 15.22% | 1350.08%-1334.9pp | 935.43%-920.2pp | 372.94%-357.7pp |
| Employer contribution / active EE | $674 | $3,262-79.3% | $2,723-75.3% | $4,751-85.8% |
| Participant deferral / active EE | $3,642 | $5,232-30.4% | $4,447-18.1% | $6,710-45.7% |
| Admin fee / account holder | $1,012 | $6,599-84.7% | $5,377-81.2% | $11,403-91.1% |