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 | $123,073 | $83,902+46.7% | $167,512-26.5% | $84,808+45.1% |
| Participation rate | 47.4% | 66.5%-19.1pp | 77.1%-29.7pp | 68.3%-20.9pp |
| Annual return | 16.19% | 91.55%-75.4pp | 1615.79%-1599.6pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,166 | $2,264-48.5% | $3,882-69.9% | $2,631-55.7% |
| Participant deferral / active EE | $7,844 | $4,442+76.6% | $6,405+22.5% | $4,212+86.3% |
| Admin fee / account holder | $583 | $7,915-92.6% | $9,769-94.0% | $7,344-92.1% |