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 8-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 | $129,657 | $109,327+18.6% | $89,391+45.0% | $158,922-18.4% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 21.96% | 345.68%-323.7pp | 245.62%-223.7pp | 302.83%-280.9pp |
| Employer contribution / active EE | $5,570 | $3,170+75.7% | $2,586+115.4% | $4,761+17.0% |
| Participant deferral / active EE | $12,000 | $4,598+161.0% | $3,890+208.5% | $5,982+100.6% |
| Admin fee / account holder | $757 | $6,153-87.7% | $4,881-84.5% | $11,246-93.3% |