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 | $142,022 | $100,852+40.8% | $90,404+57.1% | $158,922-10.6% |
| Participation rate | 31.6% | 75.0%-43.4pp | 72.7%-41.1pp | 82.0%-50.4pp |
| Annual return | 17.87% | 1724.20%-1706.3pp | 1293.02%-1275.1pp | 302.83%-285.0pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,883 | $4,348-33.7% | $3,963-27.3% | $5,982-51.8% |
| Admin fee / account holder | $14,923 | $6,501+129.5% | $5,611+166.0% | $11,246+32.7% |