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 | $95,830 | $70,606+35.7% | $53,898+77.8% | $142,382-32.7% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 21.38% | 619.81%-598.4pp | 528.60%-507.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $789 | $1,202-34.3% | $932-15.3% | $4,299-81.6% |
| Participant deferral / active EE | $7,711 | $2,364+226.2% | $1,826+322.2% | $6,507+18.5% |
| Admin fee / account holder | $745 | $2,852-73.9% | $2,491-70.1% | $12,624-94.1% |