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 | $157,921 | $70,606+123.7% | $53,898+193.0% | $142,382+10.9% |
| Participation rate | 57.1% | 63.7%-6.6pp | 55.0%+2.2pp | 80.1%-23.0pp |
| Annual return | 11.10% | 619.81%-608.7pp | 528.60%-517.5pp | 217.08%-206.0pp |
| Employer contribution / active EE | $394 | $1,202-67.2% | $932-57.7% | $4,299-90.8% |
| Participant deferral / active EE | $1,577 | $2,364-33.3% | $1,826-13.6% | $6,507-75.8% |
| Admin fee / account holder | $2,286 | $2,852-19.8% | $2,491-8.2% | $12,624-81.9% |