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 | $134,291 | $111,724+20.2% | $93,606+43.5% | $145,922-8.0% |
| Participation rate | 28.6% | 74.2%-45.6pp | 68.7%-40.1pp | 80.3%-51.7pp |
| Annual return | 9.23% | 202.98%-193.7pp | 133.20%-124.0pp | 561.29%-552.1pp |
| Employer contribution / active EE | $666 | $3,090-78.5% | $2,420-72.5% | $4,660-85.7% |
| Participant deferral / active EE | $1,671 | $4,912-66.0% | $4,411-62.1% | $6,688-75.0% |
| Admin fee / account holder | $38,096 | $10,250+271.7% | $8,285+359.8% | $13,397+184.4% |