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 | $115,554 | $59,417+94.5% | $93,606+23.4% | $74,495+55.1% |
| Participation rate | 52.6% | 59.7%-7.1pp | 68.7%-16.2pp | 67.2%-14.6pp |
| Annual return | 15.42% | 81.83%-66.4pp | 133.20%-117.8pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $939 | $1,264-25.7% | $2,420-61.2% | $2,623-64.2% |
| Participant deferral / active EE | $2,602 | $3,050-14.7% | $4,411-41.0% | $4,346-40.1% |
| Admin fee / account holder | $16,075 | $3,021+432.0% | $8,285+94.0% | $1,942+727.9% |