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 | $158,634 | $97,757+62.3% | $83,848+89.2% | $135,375+17.2% |
| Participation rate | 35.0% | 80.0%-45.0pp | 76.1%-41.1pp | 82.6%-47.6pp |
| Annual return | 8.46% | 1287.37%-1278.9pp | 850.88%-842.4pp | 519.73%-511.3pp |
| Employer contribution / active EE | $862 | $4,222-79.6% | $3,631-76.3% | $4,779-82.0% |
| Participant deferral / active EE | $1,757 | $4,682-62.5% | $4,082-57.0% | $5,609-68.7% |
| Admin fee / account holder | $1,616 | $6,674-75.8% | $5,478-70.5% | $10,827-85.1% |