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 | $138,956 | $65,561+111.9% | $86,188+61.2% | $75,163+84.9% |
| Participation rate | 41.4% | 60.5%-19.1pp | 69.0%-27.6pp | 67.2%-25.8pp |
| Annual return | 15.39% | 46.05%-30.7pp | 1168.45%-1153.1pp | 160.62%-145.2pp |
| Employer contribution / active EE | $389 | $1,553-74.9% | $2,380-83.6% | $2,670-85.4% |
| Participant deferral / active EE | $3,586 | $3,024+18.6% | $3,985-10.0% | $4,125-13.1% |
| Admin fee / account holder | $6,148 | $5,474+12.3% | $6,852-10.3% | $5,651+8.8% |