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 | $79,508 | $65,561+21.3% | $86,188-7.8% | $75,163+5.8% |
| Participation rate | 50.0% | 60.5%-10.5pp | 69.0%-19.0pp | 67.2%-17.2pp |
| Annual return | 22.21% | 46.05%-23.8pp | 1168.45%-1146.2pp | 160.62%-138.4pp |
| Employer contribution / active EE | $1,248 | $1,553-19.7% | $2,380-47.6% | $2,670-53.3% |
| Participant deferral / active EE | $1,916 | $3,024-36.6% | $3,985-51.9% | $4,125-53.6% |
| Admin fee / account holder | $6,193 | $5,474+13.1% | $6,852-9.6% | $5,651+9.6% |