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 | $120,191 | $53,516+124.6% | $126,539-5.0% | $84,808+41.7% |
| Participation rate | 53.8% | 58.2%-4.4pp | 69.8%-16.0pp | 68.3%-14.5pp |
| Annual return | 15.73% | 58.34%-42.6pp | 425.95%-410.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,751 | $1,535+79.3% | $3,674-25.1% | $2,631+4.6% |
| Participant deferral / active EE | $4,848 | $2,671+81.5% | $4,083+18.7% | $4,212+15.1% |
| Admin fee / account holder | $13,725 | $4,497+205.2% | $6,065+126.3% | $7,344+86.9% |