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 | $142,893 | $81,625+75.1% | $167,512-14.7% | $74,304+92.3% |
| Participation rate | 47.3% | 60.0%-12.7pp | 77.1%-29.7pp | 60.3%-13.0pp |
| Annual return | 16.97% | 26.09%-9.1pp | 1615.79%-1598.8pp | 29.43%-12.5pp |
| Employer contribution / active EE | $1,848 | $2,010-8.1% | $3,882-52.4% | $2,241-17.5% |
| Participant deferral / active EE | $3,688 | $4,115-10.4% | $6,405-42.4% | $3,767-2.1% |
| Admin fee / account holder | $18,981 | $3,474+446.3% | $9,769+94.3% | $2,969+539.3% |