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 | $166,409 | $70,606+135.7% | $53,898+208.7% | $142,382+16.9% |
| Participation rate | 22.2% | 63.7%-41.5pp | 55.0%-32.7pp | 80.1%-57.9pp |
| Annual return | 9.14% | 619.81%-610.7pp | 528.60%-519.5pp | 217.08%-207.9pp |
| Employer contribution / active EE | $769 | $1,202-36.0% | $932-17.5% | $4,299-82.1% |
| Participant deferral / active EE | $3,000 | $2,364+26.9% | $1,826+64.3% | $6,507-53.9% |
| Admin fee / account holder | $313 | $2,852-89.0% | $2,491-87.5% | $12,624-97.5% |