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 10-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 | $132,895 | $84,696+56.9% | $75,696+75.6% | $167,490-20.7% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.8%-41.5pp | 82.1%-48.8pp |
| Annual return | 17.28% | 199.36%-182.1pp | 104.53%-87.3pp | 478.56%-461.3pp |
| Employer contribution / active EE | $6,934 | $3,230+114.7% | $2,743+152.8% | $4,837+43.3% |
| Participant deferral / active EE | $2,649 | $4,580-42.2% | $3,821-30.7% | $6,341-58.2% |
| Admin fee / account holder | $1,788 | $5,355-66.6% | $3,619-50.6% | $12,309-85.5% |