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 8-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 | $148,378 | $83,902+76.8% | $167,512-11.4% | $84,808+75.0% |
| Participation rate | 58.2% | 66.5%-8.3pp | 77.1%-18.9pp | 68.3%-10.1pp |
| Annual return | 14.33% | 91.55%-77.2pp | 1615.79%-1601.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,910 | $2,264-15.6% | $3,882-50.8% | $2,631-27.4% |
| Participant deferral / active EE | $3,639 | $4,442-18.1% | $6,405-43.2% | $4,212-13.6% |
| Admin fee / account holder | $16,534 | $7,915+108.9% | $9,769+69.3% | $7,344+125.1% |