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 9-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 | $136,843 | $88,751+54.2% | $81,812+67.3% | $145,922-6.2% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.3%-8.7pp | 80.3%-16.6pp |
| Annual return | 19.13% | 1025.40%-1006.3pp | 773.79%-754.7pp | 561.29%-542.2pp |
| Employer contribution / active EE | $1,325 | $3,083-57.0% | $2,912-54.5% | $4,660-71.6% |
| Participant deferral / active EE | $4,626 | $4,643-0.4% | $4,319+7.1% | $6,688-30.8% |
| Admin fee / account holder | $12,964 | $8,415+54.0% | $7,386+75.5% | $13,397-3.2% |