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 | $150,800 | $91,538+64.7% | $129,995+16.0% | $75,163+100.6% |
| Participation rate | 42.9% | 71.4%-28.6pp | 78.5%-35.6pp | 67.2%-24.3pp |
| Annual return | 19.71% | -631.11%+650.8pp | -137.18%+156.9pp | 160.62%-140.9pp |
| Employer contribution / active EE | $1,745 | $2,845-38.7% | $4,320-59.6% | $2,670-34.6% |
| Participant deferral / active EE | $5,949 | $4,341+37.0% | $5,820+2.2% | $4,125+44.2% |
| Admin fee / account holder | $4,930 | $6,790-27.4% | $10,614-53.6% | $5,651-12.8% |