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 | $146,110 | $59,417+145.9% | $93,606+56.1% | $74,495+96.1% |
| Participation rate | 27.3% | 59.7%-32.3pp | 68.7%-41.4pp | 67.2%-39.9pp |
| Annual return | 11.68% | 81.83%-70.2pp | 133.20%-121.5pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $461 | $1,264-63.5% | $2,420-80.9% | $2,623-82.4% |
| Participant deferral / active EE | $3,125 | $3,050+2.5% | $4,411-29.1% | $4,346-28.1% |
| Admin fee / account holder | $23,881 | $3,021+690.4% | $8,285+188.2% | $1,942+1129.9% |