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 9-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 | $147,198 | $65,561+124.5% | $86,188+70.8% | $75,163+95.8% |
| Participation rate | 24.2% | 60.5%-36.3pp | 69.0%-44.7pp | 67.2%-43.0pp |
| Annual return | 18.60% | 46.05%-27.5pp | 1168.45%-1149.9pp | 160.62%-142.0pp |
| Employer contribution / active EE | $530 | $1,553-65.9% | $2,380-77.7% | $2,670-80.1% |
| Participant deferral / active EE | $2,545 | $3,024-15.8% | $3,985-36.1% | $4,125-38.3% |
| Admin fee / account holder | $2,976 | $5,474-45.6% | $6,852-56.6% | $5,651-47.3% |