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 3-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 | $158,649 | $83,902+89.1% | $167,512-5.3% | $84,808+87.1% |
| Participation rate | 58.0% | 66.5%-8.5pp | 77.1%-19.1pp | 68.3%-10.3pp |
| Annual return | 14.70% | 91.55%-76.8pp | 1615.79%-1601.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,388 | $2,264+5.5% | $3,882-38.5% | $2,631-9.2% |
| Participant deferral / active EE | $4,355 | $4,442-2.0% | $6,405-32.0% | $4,212+3.4% |
| Admin fee / account holder | $3,395 | $7,915-57.1% | $9,769-65.2% | $7,344-53.8% |