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 | $118,721 | $63,346+87.4% | $92,233+28.7% | $70,131+69.3% |
| Participation rate | 37.1% | 68.7%-31.6pp | 76.5%-39.4pp | 69.5%-32.4pp |
| Annual return | 42.87% | 530.12%-487.2pp | 176.28%-133.4pp | 73.14%-30.3pp |
| Employer contribution / active EE | $1,843 | $2,471-25.4% | $3,679-49.9% | $2,342-21.3% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,588 | $3,840+71.6% | $5,194+26.8% | $4,645+41.8% |