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 3-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 | $137,609 | $111,724+23.2% | $93,606+47.0% | $145,922-5.7% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 11.56% | 202.98%-191.4pp | 133.20%-121.6pp | 561.29%-549.7pp |
| Employer contribution / active EE | $3,257 | $3,090+5.4% | $2,420+34.6% | $4,660-30.1% |
| Participant deferral / active EE | $11,517 | $4,912+134.5% | $4,411+161.1% | $6,688+72.2% |
| Admin fee / account holder | $15,491 | $10,250+51.1% | $8,285+87.0% | $13,397+15.6% |