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 4-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 | $127,438 | $72,400+76.0% | $67,502+88.8% | $145,922-12.7% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 15.13% | 7182.46%-7167.3pp | 3512.12%-3497.0pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,959 | $3,069-36.2% | $2,731-28.3% | $4,660-58.0% |
| Participant deferral / active EE | $4,970 | $4,783+3.9% | $4,000+24.3% | $6,688-25.7% |
| Admin fee / account holder | $1,392 | $5,539-74.9% | $3,998-65.2% | $13,397-89.6% |