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 | $131,610 | $110,502+19.1% | $80,716+63.1% | $167,490-21.4% |
| Participation rate | 4.8% | 64.0%-59.2pp | 54.2%-49.4pp | 82.1%-77.3pp |
| Annual return | 23.36% | 120.54%-97.2pp | 87.28%-63.9pp | 478.56%-455.2pp |
| Employer contribution / active EE | $169 | $1,543-89.1% | $1,160-85.4% | $4,837-96.5% |
| Participant deferral / active EE | $936 | $2,871-67.4% | $2,146-56.4% | $6,341-85.2% |
| Admin fee / account holder | $21,404 | $4,545+371.0% | $3,380+533.3% | $12,309+73.9% |