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 | $159,045 | $97,757+62.7% | $83,848+89.7% | $135,375+17.5% |
| Participation rate | 41.7% | 80.0%-38.3pp | 76.1%-34.5pp | 82.6%-41.0pp |
| Annual return | -4.13% | 1287.37%-1291.5pp | 850.88%-855.0pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,079 | $4,222-74.4% | $3,631-70.3% | $4,779-77.4% |
| Participant deferral / active EE | $2,601 | $4,682-44.5% | $4,082-36.3% | $5,609-53.6% |
| Admin fee / account holder | $2,006 | $6,674-69.9% | $5,478-63.4% | $10,827-81.5% |