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 | $156,550 | $83,902+86.6% | $167,512-6.5% | $84,808+84.6% |
| Participation rate | 38.5% | 66.5%-28.0pp | 77.1%-38.6pp | 68.3%-29.8pp |
| Annual return | 14.71% | 91.55%-76.8pp | 1615.79%-1601.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $722 | $2,264-68.1% | $3,882-81.4% | $2,631-72.6% |
| Participant deferral / active EE | $2,370 | $4,442-46.7% | $6,405-63.0% | $4,212-43.7% |
| Admin fee / account holder | $2,647 | $7,915-66.6% | $9,769-72.9% | $7,344-64.0% |