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 3-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 | $115,722 | $83,902+37.9% | $167,512-30.9% | $84,808+36.5% |
| Participation rate | 59.4% | 66.5%-7.1pp | 77.1%-17.7pp | 68.3%-8.9pp |
| Annual return | 22.28% | 91.55%-69.3pp | 1615.79%-1593.5pp | 40.90%-18.6pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,610 | $4,442+183.8% | $6,405+96.9% | $4,212+199.4% |
| Admin fee / account holder | $24,926 | $7,915+214.9% | $9,769+155.2% | $7,344+239.4% |