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 | $145,813 | $70,606+106.5% | $53,898+170.5% | $142,382+2.4% |
| Participation rate | 19.0% | 63.7%-44.7pp | 55.0%-35.9pp | 80.1%-61.1pp |
| Annual return | 15.96% | 619.81%-603.9pp | 528.60%-512.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $935 | $1,202-22.2% | $932+0.4% | $4,299-78.2% |
| Participant deferral / active EE | $3,425 | $2,364+44.9% | $1,826+87.6% | $6,507-47.4% |
| Admin fee / account holder | $9,677 | $2,852+239.4% | $2,491+288.5% | $12,624-23.3% |