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 | $158,754 | $100,852+57.4% | $90,404+75.6% | $158,922-0.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 7.02% | 1724.20%-1717.2pp | 1293.02%-1286.0pp | 302.83%-295.8pp |
| Employer contribution / active EE | $1,415 | $3,689-61.6% | $3,262-56.6% | $4,761-70.3% |
| Participant deferral / active EE | $2,975 | $4,348-31.6% | $3,963-24.9% | $5,982-50.3% |
| Admin fee / account holder | $1,784 | $6,501-72.6% | $5,611-68.2% | $11,246-84.1% |