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 | $140,150 | $30,400+361.0% | $53,898+160.0% | $84,808+65.3% |
| Participation rate | 15.5% | 46.4%-31.0pp | 55.0%-39.5pp | 68.3%-52.8pp |
| Annual return | 15.46% | 500.19%-484.7pp | 528.60%-513.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $667 | $603+10.6% | $932-28.5% | $2,631-74.7% |
| Participant deferral / active EE | $2,087 | $1,199+74.1% | $1,826+14.3% | $4,212-50.4% |
| Admin fee / account holder | $5,163 | $1,993+159.0% | $2,491+107.3% | $7,344-29.7% |