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 | $135,890 | $69,207+96.4% | $64,056+112.1% | $139,434-2.5% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 12.97% | 45.88%-32.9pp | 33.69%-20.7pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,731 | $3,182-45.6% | $2,747-37.0% | $4,751-63.6% |
| Participant deferral / active EE | $7,400 | $4,682+58.1% | $3,880+90.7% | $6,710+10.3% |
| Admin fee / account holder | $866 | $4,244-79.6% | $3,068-71.8% | $11,403-92.4% |