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 | $118,531 | $65,561+80.8% | $86,188+37.5% | $75,163+57.7% |
| Participation rate | 40.0% | 60.5%-20.5pp | 69.0%-29.0pp | 67.2%-27.2pp |
| Annual return | 15.42% | 46.05%-30.6pp | 1168.45%-1153.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,354 | $1,553-12.8% | $2,380-43.1% | $2,670-49.3% |
| Participant deferral / active EE | $3,411 | $3,024+12.8% | $3,985-14.4% | $4,125-17.3% |
| Admin fee / account holder | $26,054 | $5,474+375.9% | $6,852+280.3% | $5,651+361.1% |