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 | $126,747 | $54,701+131.7% | $86,188+47.1% | $71,457+77.4% |
| Participation rate | 22.3% | 60.1%-37.8pp | 69.0%-46.6pp | 67.9%-45.6pp |
| Annual return | 14.25% | 20.06%-5.8pp | 1168.45%-1154.2pp | 28.85%-14.6pp |
| Employer contribution / active EE | $695 | $1,265-45.1% | $2,380-70.8% | $2,588-73.1% |
| Participant deferral / active EE | $1,609 | $3,108-48.2% | $3,985-59.6% | $4,289-62.5% |
| Admin fee / account holder | $7,167 | $1,922+273.0% | $6,852+4.6% | $1,587+351.5% |