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 | $166,554 | $109,817+51.7% | $98,442+69.2% | $167,490-0.6% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 16.92% | 1956.69%-1939.8pp | 1492.73%-1475.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $844 | $3,224-73.8% | $2,960-71.5% | $4,837-82.6% |
| Participant deferral / active EE | $6,211 | $4,673+32.9% | $4,276+45.3% | $6,341-2.0% |
| Admin fee / account holder | $11,639 | $6,753+72.4% | $5,949+95.6% | $12,309-5.4% |