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 9-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 | $164,231 | $118,849+38.2% | $96,562+70.1% | $167,490-1.9% |
| Participation rate | 33.3% | 75.5%-42.1pp | 69.8%-36.5pp | 82.1%-48.8pp |
| Annual return | 25.28% | 50.49%-25.2pp | 37.78%-12.5pp | 478.56%-453.3pp |
| Employer contribution / active EE | $1,920 | $3,120-38.5% | $2,356-18.5% | $4,837-60.3% |
| Participant deferral / active EE | $2,177 | $4,616-52.8% | $3,849-43.4% | $6,341-65.7% |
| Admin fee / account holder | $1,738 | $8,065-78.5% | $6,181-71.9% | $12,309-85.9% |