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 | $150,000 | $65,561+128.8% | $86,188+74.0% | $75,163+99.6% |
| Participation rate | 31.0% | 60.5%-29.5pp | 69.0%-38.0pp | 67.2%-36.2pp |
| Annual return | 18.00% | 46.05%-28.0pp | 1168.45%-1150.4pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,752 | $1,553+12.8% | $2,380-26.4% | $2,670-34.4% |
| Participant deferral / active EE | $3,621 | $3,024+19.8% | $3,985-9.1% | $4,125-12.2% |
| Admin fee / account holder | $816 | $5,474-85.1% | $6,852-88.1% | $5,651-85.6% |