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 | $152,505 | $83,902+81.8% | $167,512-9.0% | $84,808+79.8% |
| Participation rate | 41.9% | 66.5%-24.5pp | 77.1%-35.1pp | 68.3%-26.4pp |
| Annual return | 15.28% | 91.55%-76.3pp | 1615.79%-1600.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,264 | $2,264-44.1% | $3,882-67.4% | $2,631-51.9% |
| Participant deferral / active EE | $2,629 | $4,442-40.8% | $6,405-59.0% | $4,212-37.6% |
| Admin fee / account holder | $1,073 | $7,915-86.4% | $9,769-89.0% | $7,344-85.4% |