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 | $169,019 | $70,606+139.4% | $53,898+213.6% | $142,382+18.7% |
| Participation rate | 36.4% | 63.7%-27.3pp | 55.0%-18.6pp | 80.1%-43.8pp |
| Annual return | 15.93% | 619.81%-603.9pp | 528.60%-512.7pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,117 | $1,202-7.1% | $932+19.8% | $4,299-74.0% |
| Participant deferral / active EE | $4,672 | $2,364+97.7% | $1,826+155.8% | $6,507-28.2% |
| Admin fee / account holder | $2,617 | $2,852-8.2% | $2,491+5.1% | $12,624-79.3% |