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 | $177,557 | $56,114+216.4% | $96,139+84.7% | $85,850+106.8% |
| Participation rate | 14.5% | 56.7%-42.2pp | 68.4%-54.0pp | 69.3%-54.8pp |
| Annual return | 12.86% | 42.30%-29.4pp | 191.94%-179.1pp | 318.53%-305.7pp |
| Employer contribution / active EE | $475 | $1,620-70.7% | $2,797-83.0% | $2,565-81.5% |
| Participant deferral / active EE | $1,865 | $2,859-34.8% | $4,349-57.1% | $3,952-52.8% |
| Admin fee / account holder | $65,222 | $3,768+1630.9% | $5,537+1078.0% | $6,260+941.9% |