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 | $160,218 | $70,756+126.4% | $65,493+144.6% | $142,382+12.5% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 16.72% | 1754.89%-1738.2pp | 982.45%-965.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,973 | $2,881-31.5% | $2,574-23.4% | $4,299-54.1% |
| Participant deferral / active EE | $4,910 | $4,637+5.9% | $3,961+24.0% | $6,507-24.5% |
| Admin fee / account holder | $1,679 | $6,559-74.4% | $5,028-66.6% | $12,624-86.7% |