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 | $160,670 | $117,841+36.3% | $102,423+56.9% | $145,922+10.1% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-46.9pp |
| Annual return | 12.18% | 31.65%-19.5pp | 29.32%-17.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,634 | $3,615-54.8% | $3,023-45.9% | $4,660-64.9% |
| Participant deferral / active EE | $2,095 | $5,731-63.4% | $5,053-58.5% | $6,688-68.7% |
| Admin fee / account holder | $382 | $13,326-97.1% | $9,451-96.0% | $13,397-97.1% |