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 5-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 | $85,495 | $96,305-11.2% | $80,569+6.1% | $139,434-38.7% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 13.80% | 1350.08%-1336.3pp | 935.43%-921.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $4,789 | $3,262+46.8% | $2,723+75.8% | $4,751+0.8% |
| Participant deferral / active EE | $9,157 | $5,232+75.0% | $4,447+105.9% | $6,710+36.5% |
| Admin fee / account holder | $73,518 | $6,599+1014.2% | $5,377+1267.2% | $11,403+544.7% |