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 6-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 | $146,444 | $74,888+95.5% | $71,209+105.7% | $142,382+2.9% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.1%-60.1pp |
| Annual return | 16.00% | 345.14%-329.1pp | 282.51%-266.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,355 | $2,854-52.5% | $2,721-50.2% | $4,299-68.5% |
| Participant deferral / active EE | $2,475 | $4,454-44.4% | $4,175-40.7% | $6,507-62.0% |
| Admin fee / account holder | $700 | $5,568-87.4% | $5,349-86.9% | $12,624-94.5% |