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 7-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 | $123,835 | $76,738+61.4% | $56,411+119.5% | $145,922-15.1% |
| Participation rate | 31.3% | 63.2%-32.0pp | 52.5%-21.2pp | 80.3%-49.0pp |
| Annual return | 12.72% | 2994.23%-2981.5pp | 1701.33%-1688.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $662 | $1,380-52.1% | $1,039-36.3% | $4,660-85.8% |
| Participant deferral / active EE | $4,180 | $2,623+59.4% | $1,952+114.2% | $6,688-37.5% |
| Admin fee / account holder | $695 | $3,334-79.1% | $2,829-75.4% | $13,397-94.8% |