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 | $115,740 | $76,738+50.8% | $56,411+105.2% | $145,922-20.7% |
| Participation rate | 43.8% | 63.2%-19.5pp | 52.5%-8.7pp | 80.3%-36.5pp |
| Annual return | 12.96% | 2994.23%-2981.3pp | 1701.33%-1688.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $8,422 | $1,380+510.4% | $1,039+710.9% | $4,660+80.7% |
| Participant deferral / active EE | $19,039 | $2,623+626.0% | $1,952+875.4% | $6,688+184.7% |
| Admin fee / account holder | $736 | $3,334-77.9% | $2,829-74.0% | $13,397-94.5% |