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 | $145,260 | $65,561+121.6% | $86,188+68.5% | $75,163+93.3% |
| Participation rate | 65.8% | 60.5%+5.3pp | 69.0%-3.2pp | 67.2%-1.4pp |
| Annual return | 20.77% | 46.05%-25.3pp | 1168.45%-1147.7pp | 160.62%-139.8pp |
| Employer contribution / active EE | $1,477 | $1,553-4.9% | $2,380-38.0% | $2,670-44.7% |
| Participant deferral / active EE | $5,769 | $3,024+90.8% | $3,985+44.8% | $4,125+39.9% |
| Admin fee / account holder | $14,871 | $5,474+171.7% | $6,852+117.0% | $5,651+163.2% |