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 | $164,638 | $104,106+58.1% | $71,086+131.6% | $135,375+21.6% |
| Participation rate | 41.2% | 65.7%-24.5pp | 54.7%-13.5pp | 82.6%-41.5pp |
| Annual return | -3.30% | 1256.30%-1259.6pp | 650.59%-653.9pp | 519.73%-523.0pp |
| Employer contribution / active EE | $961 | $1,485-35.3% | $1,088-11.7% | $4,779-79.9% |
| Participant deferral / active EE | $3,432 | $2,527+35.8% | $1,874+83.1% | $5,609-38.8% |
| Admin fee / account holder | $2,282 | $4,142-44.9% | $3,082-26.0% | $10,827-78.9% |