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 | $135,418 | $65,561+106.6% | $86,188+57.1% | $75,163+80.2% |
| Participation rate | 44.8% | 60.5%-15.7pp | 69.0%-24.1pp | 67.2%-22.4pp |
| Annual return | 17.70% | 46.05%-28.4pp | 1168.45%-1150.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,060 | $1,553-31.7% | $2,380-55.5% | $2,670-60.3% |
| Participant deferral / active EE | $1,932 | $3,024-36.1% | $3,985-51.5% | $4,125-53.2% |
| Admin fee / account holder | $4,458 | $5,474-18.6% | $6,852-34.9% | $5,651-21.1% |