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 | $182,760 | $27,915+554.7% | $58,482+212.5% | $75,163+143.2% |
| Participation rate | 16.0% | 38.8%-22.8pp | 50.9%-34.9pp | 67.2%-51.2pp |
| Annual return | 21.67% | 44.20%-22.5pp | 4239.32%-4217.6pp | 160.62%-138.9pp |
| Employer contribution / active EE | $371 | $669-44.6% | $1,053-64.8% | $2,670-86.1% |
| Participant deferral / active EE | $2,068 | $1,201+72.2% | $1,924+7.5% | $4,125-49.9% |
| Admin fee / account holder | $3,613 | $1,726+109.4% | $2,516+43.6% | $5,651-36.1% |