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 | $197,323 | $83,902+135.2% | $167,512+17.8% | $84,808+132.7% |
| Participation rate | 41.1% | 66.5%-25.4pp | 77.1%-36.0pp | 68.3%-27.2pp |
| Annual return | 16.01% | 91.55%-75.5pp | 1615.79%-1599.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,207 | $2,264-46.7% | $3,882-68.9% | $2,631-54.1% |
| Participant deferral / active EE | $2,683 | $4,442-39.6% | $6,405-58.1% | $4,212-36.3% |
| Admin fee / account holder | $558 | $7,915-93.0% | $9,769-94.3% | $7,344-92.4% |