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 6-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 | $180,472 | $70,606+155.6% | $53,898+234.8% | $142,382+26.8% |
| Participation rate | 8.7% | 63.7%-55.0pp | 55.0%-46.3pp | 80.1%-71.4pp |
| Annual return | 15.81% | 619.81%-604.0pp | 528.60%-512.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $300 | $1,202-75.1% | $932-67.8% | $4,299-93.0% |
| Participant deferral / active EE | $2,087 | $2,364-11.7% | $1,826+14.3% | $6,507-67.9% |
| Admin fee / account holder | $28,830 | $2,852+911.0% | $2,491+1057.4% | $12,624+128.4% |