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 | $161,312 | $65,561+146.0% | $86,188+87.2% | $75,163+114.6% |
| Participation rate | 31.5% | 60.5%-29.0pp | 69.0%-37.5pp | 67.2%-35.7pp |
| Annual return | 13.31% | 46.05%-32.7pp | 1168.45%-1155.1pp | 160.62%-147.3pp |
| Employer contribution / active EE | $645 | $1,553-58.5% | $2,380-72.9% | $2,670-75.8% |
| Participant deferral / active EE | $2,065 | $3,024-31.7% | $3,985-48.2% | $4,125-49.9% |
| Admin fee / account holder | $10,324 | $5,474+88.6% | $6,852+50.7% | $5,651+82.7% |