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 9-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 | $115,510 | $76,738+50.5% | $56,411+104.8% | $145,922-20.8% |
| Participation rate | 12.5% | 63.2%-50.7pp | 52.5%-40.0pp | 80.3%-67.8pp |
| Annual return | 13.85% | 2994.23%-2980.4pp | 1701.33%-1687.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $814 | $1,380-41.0% | $1,039-21.7% | $4,660-82.5% |
| Participant deferral / active EE | $1,657 | $2,623-36.8% | $1,952-15.1% | $6,688-75.2% |
| Admin fee / account holder | $810 | $3,334-75.7% | $2,829-71.4% | $13,397-94.0% |