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 8-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 | $185,078 | $76,738+141.2% | $56,411+228.1% | $145,922+26.8% |
| Participation rate | 66.7% | 63.2%+3.5pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 6.20% | 2994.23%-2988.0pp | 1701.33%-1695.1pp | 561.29%-555.1pp |
| Employer contribution / active EE | $1,104 | $1,380-20.0% | $1,039+6.3% | $4,660-76.3% |
| Participant deferral / active EE | $5,541 | $2,623+111.3% | $1,952+183.9% | $6,688-17.1% |
| Admin fee / account holder | $1,872 | $3,334-43.8% | $2,829-33.8% | $13,397-86.0% |