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 | $123,034 | $65,561+87.7% | $86,188+42.8% | $75,163+63.7% |
| Participation rate | 53.8% | 60.5%-6.7pp | 69.0%-15.2pp | 67.2%-13.4pp |
| Annual return | 17.42% | 46.05%-28.6pp | 1168.45%-1151.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,128 | $1,553-27.4% | $2,380-52.6% | $2,670-57.8% |
| Participant deferral / active EE | $5,971 | $3,024+97.5% | $3,985+49.8% | $4,125+44.7% |
| Admin fee / account holder | $8,102 | $5,474+48.0% | $6,852+18.3% | $5,651+43.4% |