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 9-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 | $144,724 | $111,724+29.5% | $93,606+54.6% | $145,922-0.8% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.7pp |
| Annual return | 9.63% | 202.98%-193.4pp | 133.20%-123.6pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,544 | $3,090-50.0% | $2,420-36.2% | $4,660-66.9% |
| Participant deferral / active EE | $5,168 | $4,912+5.2% | $4,411+17.2% | $6,688-22.7% |
| Admin fee / account holder | $4,338 | $10,250-57.7% | $8,285-47.6% | $13,397-67.6% |