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 | $138,891 | $96,635+43.7% | $86,612+60.4% | $139,434-0.4% |
| Participation rate | 64.3% | 74.4%-10.1pp | 71.7%-7.4pp | 80.3%-16.0pp |
| Annual return | 16.41% | 106.41%-90.0pp | 591.07%-574.7pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,341 | $3,263-28.2% | $3,022-22.5% | $4,751-50.7% |
| Participant deferral / active EE | $4,679 | $4,836-3.3% | $4,438+5.4% | $6,710-30.3% |
| Admin fee / account holder | $36,768 | $6,408+473.8% | $5,614+554.9% | $11,403+222.5% |