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 | $141,672 | $65,409+116.6% | $98,442+43.9% | $85,850+65.0% |
| Participation rate | 44.9% | 65.0%-20.1pp | 73.3%-28.4pp | 69.3%-24.4pp |
| Annual return | 20.18% | 21.76%-1.6pp | 1492.73%-1472.5pp | 318.53%-298.4pp |
| Employer contribution / active EE | $1,308 | $2,168-39.7% | $2,960-55.8% | $2,565-49.0% |
| Participant deferral / active EE | $2,480 | $3,166-21.7% | $4,276-42.0% | $3,952-37.2% |
| Admin fee / account holder | $13,462 | $4,593+193.1% | $5,949+126.3% | $6,260+115.1% |