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 | $118,169 | $72,400+63.2% | $67,502+75.1% | $145,922-19.0% |
| Participation rate | 42.1% | 76.9%-34.7pp | 72.9%-30.8pp | 80.3%-38.2pp |
| Annual return | 13.65% | 7182.46%-7168.8pp | 3512.12%-3498.5pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,703 | $3,069-44.5% | $2,731-37.6% | $4,660-63.5% |
| Participant deferral / active EE | $3,452 | $4,783-27.8% | $4,000-13.7% | $6,688-48.4% |
| Admin fee / account holder | $1,669 | $5,539-69.9% | $3,998-58.3% | $13,397-87.5% |