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 3-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 | $139,692 | $74,888+86.5% | $71,209+96.2% | $142,382-1.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 32.83% | 345.14%-312.3pp | 282.51%-249.7pp | 217.08%-184.2pp |
| Employer contribution / active EE | $2,044 | $2,854-28.4% | $2,721-24.9% | $4,299-52.5% |
| Participant deferral / active EE | $2,044 | $4,454-54.1% | $4,175-51.0% | $6,507-68.6% |
| Admin fee / account holder | $406 | $5,568-92.7% | $5,349-92.4% | $12,624-96.8% |