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 | $86,657 | $76,738+12.9% | $56,411+53.6% | $145,922-40.6% |
| Participation rate | 4.3% | 63.2%-58.9pp | 52.5%-48.1pp | 80.3%-75.9pp |
| Annual return | 6.16% | 2994.23%-2988.1pp | 1701.33%-1695.2pp | 561.29%-555.1pp |
| Employer contribution / active EE | $87 | $1,380-93.7% | $1,039-91.6% | $4,660-98.1% |
| Participant deferral / active EE | $417 | $2,623-84.1% | $1,952-78.6% | $6,688-93.8% |
| Admin fee / account holder | $3,620 | $3,334+8.6% | $2,829+28.0% | $13,397-73.0% |