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 | $163,383 | $29,660+450.9% | $56,411+189.6% | $80,856+102.1% |
| Participation rate | 16.0% | 41.6%-25.6pp | 52.5%-36.5pp | 67.6%-51.6pp |
| Annual return | 14.57% | 35.23%-20.7pp | 1701.33%-1686.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $743 | $669+11.0% | $1,039-28.5% | $2,755-73.0% |
| Participant deferral / active EE | $2,065 | $1,226+68.5% | $1,952+5.8% | $4,296-51.9% |
| Admin fee / account holder | $1,528 | $2,428-37.1% | $2,829-46.0% | $6,918-77.9% |