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 | $85,652 | $74,888+14.4% | $71,209+20.3% | $142,382-39.8% |
| Participation rate | 52.6% | 76.2%-23.6pp | 73.8%-21.1pp | 80.1%-27.5pp |
| Annual return | 17.27% | 345.14%-327.9pp | 282.51%-265.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,681 | $2,854-6.1% | $2,721-1.5% | $4,299-37.6% |
| Participant deferral / active EE | $6,863 | $4,454+54.1% | $4,175+64.4% | $6,507+5.5% |
| Admin fee / account holder | $5,785 | $5,568+3.9% | $5,349+8.2% | $12,624-54.2% |