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 | $202,402 | $105,998+90.9% | $92,233+119.4% | $147,584+37.1% |
| Participation rate | 40.0% | 80.4%-40.4pp | 76.5%-36.5pp | 82.8%-42.8pp |
| Annual return | 13.41% | 50.05%-36.6pp | 176.28%-162.9pp | 578.55%-565.1pp |
| Employer contribution / active EE | $1,333 | $4,333-69.2% | $3,679-63.8% | $4,876-72.7% |
| Participant deferral / active EE | $4,150 | $4,478-7.3% | $3,897+6.5% | $5,439-23.7% |
| Admin fee / account holder | $3,239 | $6,332-48.8% | $5,194-37.6% | $10,885-70.2% |