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 | $138,019 | $65,561+110.5% | $86,188+60.1% | $75,163+83.6% |
| Participation rate | 46.7% | 60.5%-13.8pp | 69.0%-22.3pp | 67.2%-20.5pp |
| Annual return | 14.50% | 46.05%-31.6pp | 1168.45%-1154.0pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,106 | $1,553-28.8% | $2,380-53.5% | $2,670-58.6% |
| Participant deferral / active EE | $4,646 | $3,024+53.7% | $3,985+16.6% | $4,125+12.6% |
| Admin fee / account holder | $6,724 | $5,474+22.8% | $6,852-1.9% | $5,651+19.0% |