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 | $159,625 | $83,902+90.3% | $167,512-4.7% | $84,808+88.2% |
| Participation rate | 58.0% | 66.5%-8.5pp | 77.1%-19.1pp | 68.3%-10.4pp |
| Annual return | 17.66% | 91.55%-73.9pp | 1615.79%-1598.1pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,199 | $2,264-47.0% | $3,882-69.1% | $2,631-54.4% |
| Participant deferral / active EE | $5,318 | $4,442+19.7% | $6,405-17.0% | $4,212+26.3% |
| Admin fee / account holder | $4,195 | $7,915-47.0% | $9,769-57.1% | $7,344-42.9% |