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 | $108,716 | $102,604+6.0% | $86,188+26.1% | $139,434-22.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 17.37% | 1922.51%-1905.1pp | 1168.45%-1151.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,148 | $3,032-62.2% | $2,380-51.8% | $4,751-75.8% |
| Participant deferral / active EE | $7,945 | $4,676+69.9% | $3,985+99.4% | $6,710+18.4% |
| Admin fee / account holder | $52,437 | $8,657+505.7% | $6,852+665.3% | $11,403+359.9% |