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 | $98,773 | $53,516+84.6% | $126,539-21.9% | $84,808+16.5% |
| Participation rate | 61.4% | 58.2%+3.1pp | 69.8%-8.5pp | 68.3%-6.9pp |
| Annual return | 19.90% | 58.34%-38.4pp | 425.95%-406.0pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,862 | $1,535+86.5% | $3,674-22.1% | $2,631+8.8% |
| Participant deferral / active EE | $6,811 | $2,671+155.0% | $4,083+66.8% | $4,212+61.7% |
| Admin fee / account holder | $618 | $4,497-86.2% | $6,065-89.8% | $7,344-91.6% |