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 8-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 | $134,473 | $102,604+31.1% | $86,188+56.0% | $139,434-3.6% |
| Participation rate | 20.0% | 74.5%-54.5pp | 69.0%-49.0pp | 80.3%-60.3pp |
| Annual return | 17.74% | 1922.51%-1904.8pp | 1168.45%-1150.7pp | 372.94%-355.2pp |
| Employer contribution / active EE | $1,726 | $3,032-43.1% | $2,380-27.5% | $4,751-63.7% |
| Participant deferral / active EE | $2,158 | $4,676-53.8% | $3,985-45.9% | $6,710-67.8% |
| Admin fee / account holder | $1,717 | $8,657-80.2% | $6,852-74.9% | $11,403-84.9% |