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 | $160,374 | $150,187+6.8% | $120,354+33.3% | $145,922+9.9% |
| Participation rate | 16.7% | 78.8%-62.1pp | 71.9%-55.2pp | 80.3%-63.6pp |
| Annual return | 10.66% | 154.07%-143.4pp | 107.15%-96.5pp | 561.29%-550.6pp |
| Employer contribution / active EE | $967 | $4,348-77.8% | $3,463-72.1% | $4,660-79.2% |
| Participant deferral / active EE | $3,536 | $6,173-42.7% | $4,991-29.2% | $6,688-47.1% |
| Admin fee / account holder | $2,496 | $12,207-79.6% | $9,423-73.5% | $13,397-81.4% |