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 5-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 | $191,885 | $70,606+171.8% | $53,898+256.0% | $142,382+34.8% |
| Participation rate | 26.3% | 63.7%-37.4pp | 55.0%-28.6pp | 80.1%-53.8pp |
| Annual return | 14.72% | 619.81%-605.1pp | 528.60%-513.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $498 | $1,202-58.6% | $932-46.6% | $4,299-88.4% |
| Participant deferral / active EE | $3,661 | $2,364+54.9% | $1,826+100.4% | $6,507-43.7% |
| Admin fee / account holder | $1,416 | $2,852-50.4% | $2,491-43.2% | $12,624-88.8% |