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 | $163,731 | $58,927+177.9% | $76,817+113.1% | $72,985+124.3% |
| Participation rate | 45.1% | 67.3%-22.2pp | 72.1%-27.0pp | 69.5%-24.4pp |
| Annual return | 24.31% | 2305.64%-2281.3pp | 1166.11%-1141.8pp | 81.00%-56.7pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,118 | $2,690+15.9% | $3,336-6.5% | $3,607-13.6% |
| Admin fee / account holder | $4,599 | $4,013+14.6% | $6,420-28.4% | $5,124-10.3% |