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 4-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 | $165,414 | $70,606+134.3% | $53,898+206.9% | $142,382+16.2% |
| Participation rate | 20.0% | 63.7%-43.7pp | 55.0%-35.0pp | 80.1%-60.1pp |
| Annual return | 15.47% | 619.81%-604.3pp | 528.60%-513.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $832 | $1,202-30.8% | $932-10.7% | $4,299-80.6% |
| Participant deferral / active EE | $6,448 | $2,364+172.8% | $1,826+253.1% | $6,507-0.9% |
| Admin fee / account holder | $1,471 | $2,852-48.4% | $2,491-40.9% | $12,624-88.3% |