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 | $170,686 | $83,902+103.4% | $167,512+1.9% | $84,808+101.3% |
| Participation rate | 61.8% | 66.5%-4.7pp | 77.1%-15.3pp | 68.3%-6.5pp |
| Annual return | 14.24% | 91.55%-77.3pp | 1615.79%-1601.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,688 | $2,264-25.4% | $3,882-56.5% | $2,631-35.8% |
| Participant deferral / active EE | $3,595 | $4,442-19.1% | $6,405-43.9% | $4,212-14.6% |
| Admin fee / account holder | $6,922 | $7,915-12.5% | $9,769-29.1% | $7,344-5.7% |