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 | $190,655 | $34,934+445.8% | $56,411+238.0% | $74,495+155.9% |
| Participation rate | 33.6% | 32.8%+0.8pp | 52.5%-18.9pp | 67.2%-33.6pp |
| Annual return | 14.74% | 25.94%-11.2pp | 1701.33%-1686.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $833 | $609+36.8% | $1,039-19.8% | $2,623-68.2% |
| Participant deferral / active EE | $2,256 | $1,170+92.7% | $1,952+15.6% | $4,346-48.1% |
| Admin fee / account holder | $1,339 | $2,364-43.4% | $2,829-52.7% | $1,942-31.0% |