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 4-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 | $87,976 | $74,888+17.5% | $71,209+23.5% | $142,382-38.2% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.1%-16.5pp |
| Annual return | 17.24% | 345.14%-327.9pp | 282.51%-265.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,950 | $2,854+38.4% | $2,721+45.2% | $4,299-8.1% |
| Participant deferral / active EE | $12,538 | $4,454+181.5% | $4,175+200.3% | $6,507+92.7% |
| Admin fee / account holder | $10,466 | $5,568+88.0% | $5,349+95.7% | $12,624-17.1% |