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 | $198,400 | $76,738+158.5% | $56,411+251.7% | $145,922+36.0% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.6pp | 80.3%-37.4pp |
| Annual return | 11.56% | 2994.23%-2982.7pp | 1701.33%-1689.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $714 | $1,380-48.2% | $1,039-31.2% | $4,660-84.7% |
| Participant deferral / active EE | $4,064 | $2,623+55.0% | $1,952+108.2% | $6,688-39.2% |
| Admin fee / account holder | $174,546 | $3,334+5135.7% | $2,829+6070.4% | $13,397+1202.9% |