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 | $136,156 | $79,171+72.0% | $102,423+32.9% | $74,495+82.8% |
| Participation rate | 50.5% | 74.8%-24.3pp | 76.5%-26.0pp | 67.2%-16.7pp |
| Annual return | 11.71% | 54.93%-43.2pp | 29.32%-17.6pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,714 | $2,362-27.4% | $3,023-43.3% | $2,623-34.6% |
| Participant deferral / active EE | $3,731 | $4,415-15.5% | $5,053-26.2% | $4,346-14.1% |
| Admin fee / account holder | $12,787 | $2,001+539.1% | $9,451+35.3% | $1,942+558.5% |