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 10-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 | $182,156 | $83,902+117.1% | $167,512+8.7% | $84,808+114.8% |
| Participation rate | 56.5% | 66.5%-9.9pp | 77.1%-20.5pp | 68.3%-11.8pp |
| Annual return | 18.82% | 91.55%-72.7pp | 1615.79%-1597.0pp | 40.90%-22.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,211 | $4,442+84.8% | $6,405+28.2% | $4,212+95.0% |
| Admin fee / account holder | $1,667 | $7,915-78.9% | $9,769-82.9% | $7,344-77.3% |