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 6-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 | $181,795 | $60,124+202.4% | $90,404+101.1% | $79,858+127.6% |
| Participation rate | 64.1% | 65.0%-0.9pp | 72.7%-8.6pp | 69.6%-5.5pp |
| Annual return | 40.21% | 71.94%-31.7pp | 1293.02%-1252.8pp | 31.71%+8.5pp |
| Employer contribution / active EE | $1,090 | $2,068-47.3% | $3,262-66.6% | $2,471-55.9% |
| Participant deferral / active EE | $3,826 | $2,938+30.2% | $3,963-3.5% | $3,740+2.3% |
| Admin fee / account holder | $5,939 | $3,976+49.3% | $5,611+5.8% | $5,306+11.9% |