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 | $181,458 | $96,635+87.8% | $86,612+109.5% | $139,434+30.1% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 19.57% | 106.41%-86.8pp | 591.07%-571.5pp | 372.94%-353.4pp |
| Employer contribution / active EE | $3,466 | $3,263+6.2% | $3,022+14.7% | $4,751-27.0% |
| Participant deferral / active EE | $13,400 | $4,836+177.1% | $4,438+202.0% | $6,710+99.7% |
| Admin fee / account holder | $1,073 | $6,408-83.2% | $5,614-80.9% | $11,403-90.6% |