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 | $153,268 | $97,757+56.8% | $83,848+82.8% | $135,375+13.2% |
| Participation rate | 46.2% | 80.0%-33.8pp | 76.1%-30.0pp | 82.6%-36.5pp |
| Annual return | -8.12% | 1287.37%-1295.5pp | 850.88%-859.0pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,358 | $4,222-67.8% | $3,631-62.6% | $4,779-71.6% |
| Participant deferral / active EE | $6,697 | $4,682+43.0% | $4,082+64.1% | $5,609+19.4% |
| Admin fee / account holder | $3,172 | $6,674-52.5% | $5,478-42.1% | $10,827-70.7% |