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 | $145,275 | $60,323+140.8% | $81,812+77.6% | $74,495+95.0% |
| Participation rate | 33.3% | 62.9%-29.5pp | 72.3%-39.0pp | 67.2%-33.9pp |
| Annual return | 12.33% | 16.90%-4.6pp | 773.79%-761.5pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $669 | $2,620-74.5% | $2,912-77.0% | $2,623-74.5% |
| Participant deferral / active EE | $1,744 | $3,387-48.5% | $4,319-59.6% | $4,346-59.9% |
| Admin fee / account holder | $7,193 | $1,486+384.1% | $7,386-2.6% | $1,942+270.4% |