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 | $140,485 | $96,305+45.9% | $80,569+74.4% | $139,434+0.8% |
| Participation rate | 38.9% | 73.6%-34.7pp | 67.0%-28.1pp | 80.3%-41.4pp |
| Annual return | 11.56% | 1350.08%-1338.5pp | 935.43%-923.9pp | 372.94%-361.4pp |
| Employer contribution / active EE | $1,334 | $3,262-59.1% | $2,723-51.0% | $4,751-71.9% |
| Participant deferral / active EE | $5,137 | $5,232-1.8% | $4,447+15.5% | $6,710-23.4% |
| Admin fee / account holder | $635 | $6,599-90.4% | $5,377-88.2% | $11,403-94.4% |