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 | $175,432 | $99,877+75.6% | $84,966+106.5% | $145,922+20.2% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 11.33% | 83.76%-72.4pp | 66.38%-55.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,318 | $3,231-59.2% | $2,727-51.7% | $4,660-71.7% |
| Participant deferral / active EE | $19,794 | $5,291+274.1% | $4,519+338.0% | $6,688+196.0% |
| Admin fee / account holder | $1,160 | $7,248-84.0% | $6,149-81.1% | $13,397-91.3% |