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 | $137,787 | $65,561+110.2% | $86,188+59.9% | $75,163+83.3% |
| Participation rate | 34.7% | 60.5%-25.8pp | 69.0%-34.2pp | 67.2%-32.5pp |
| Annual return | 17.48% | 46.05%-28.6pp | 1168.45%-1151.0pp | 160.62%-143.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,582 | $3,024+18.5% | $3,985-10.1% | $4,125-13.2% |
| Admin fee / account holder | $925 | $5,474-83.1% | $6,852-86.5% | $5,651-83.6% |