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 | $114,676 | $69,207+65.7% | $64,056+79.0% | $139,434-17.8% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 20.68% | 45.88%-25.2pp | 33.69%-13.0pp | 372.94%-352.3pp |
| Employer contribution / active EE | $410 | $3,182-87.1% | $2,747-85.1% | $4,751-91.4% |
| Participant deferral / active EE | $5,659 | $4,682+20.9% | $3,880+45.8% | $6,710-15.7% |
| Admin fee / account holder | $709 | $4,244-83.3% | $3,068-76.9% | $11,403-93.8% |