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 | $97,802 | $96,635+1.2% | $86,612+12.9% | $139,434-29.9% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 19.72% | 106.41%-86.7pp | 591.07%-571.4pp | 372.94%-353.2pp |
| Employer contribution / active EE | $9,557 | $3,263+192.9% | $3,022+216.2% | $4,751+101.2% |
| Participant deferral / active EE | $8,436 | $4,836+74.4% | $4,438+90.1% | $6,710+25.7% |
| Admin fee / account holder | $2,341 | $6,408-63.5% | $5,614-58.3% | $11,403-79.5% |