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 | $199,945 | $83,902+138.3% | $167,512+19.4% | $84,808+135.8% |
| Participation rate | 59.5% | 66.5%-6.9pp | 77.1%-17.5pp | 68.3%-8.8pp |
| Annual return | 19.18% | 91.55%-72.4pp | 1615.79%-1596.6pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,684 | $2,264-25.6% | $3,882-56.6% | $2,631-36.0% |
| Participant deferral / active EE | $3,342 | $4,442-24.8% | $6,405-47.8% | $4,212-20.6% |
| Admin fee / account holder | $3,613 | $7,915-54.4% | $9,769-63.0% | $7,344-50.8% |