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 | $111,620 | $81,625+36.7% | $167,512-33.4% | $74,304+50.2% |
| Participation rate | 40.6% | 60.0%-19.4pp | 77.1%-36.4pp | 60.3%-19.7pp |
| Annual return | 14.38% | 26.09%-11.7pp | 1615.79%-1601.4pp | 29.43%-15.0pp |
| Employer contribution / active EE | $3,153 | $2,010+56.8% | $3,882-18.8% | $2,241+40.7% |
| Participant deferral / active EE | $3,681 | $4,115-10.6% | $6,405-42.5% | $3,767-2.3% |
| Admin fee / account holder | $10,377 | $3,474+198.7% | $9,769+6.2% | $2,969+249.5% |