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 8-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 | $140,613 | $70,606+99.2% | $53,898+160.9% | $142,382-1.2% |
| Participation rate | 27.8% | 63.7%-35.9pp | 55.0%-27.2pp | 80.1%-52.3pp |
| Annual return | 14.96% | 619.81%-604.9pp | 528.60%-513.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $351 | $1,202-70.8% | $932-62.4% | $4,299-91.8% |
| Participant deferral / active EE | $3,698 | $2,364+56.4% | $1,826+102.5% | $6,507-43.2% |
| Admin fee / account holder | $1,187 | $2,852-58.4% | $2,491-52.3% | $12,624-90.6% |