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 | $139,441 | $79,171+76.1% | $102,423+36.1% | $74,495+87.2% |
| Participation rate | 43.8% | 74.8%-31.0pp | 76.5%-32.7pp | 67.2%-23.4pp |
| Annual return | 11.38% | 54.93%-43.5pp | 29.32%-17.9pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,174 | $2,362-50.3% | $3,023-61.2% | $2,623-55.2% |
| Participant deferral / active EE | $2,597 | $4,415-41.2% | $5,053-48.6% | $4,346-40.3% |
| Admin fee / account holder | $2,865 | $2,001+43.2% | $9,451-69.7% | $1,942+47.5% |