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 4-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 | $89,817 | $65,561+37.0% | $86,188+4.2% | $75,163+19.5% |
| Participation rate | 69.6% | 60.5%+9.2pp | 69.0%+0.7pp | 67.2%+2.5pp |
| Annual return | 14.03% | 46.05%-32.0pp | 1168.45%-1154.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $492 | $1,553-68.3% | $2,380-79.3% | $2,670-81.6% |
| Participant deferral / active EE | $3,875 | $3,024+28.2% | $3,985-2.8% | $4,125-6.1% |
| Admin fee / account holder | $11,444 | $5,474+109.1% | $6,852+67.0% | $5,651+102.5% |