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 7-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 | $129,128 | $96,305+34.1% | $80,569+60.3% | $139,434-7.4% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 18.65% | 1350.08%-1331.4pp | 935.43%-916.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,009 | $3,262-69.1% | $2,723-63.0% | $4,751-78.8% |
| Participant deferral / active EE | $8,203 | $5,232+56.8% | $4,447+84.4% | $6,710+22.2% |
| Admin fee / account holder | $929 | $6,599-85.9% | $5,377-82.7% | $11,403-91.9% |