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 6-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 | $138,529 | $114,381+21.1% | $107,525+28.8% | $142,382-2.7% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.1%-75.1pp | 80.1%-80.1pp |
| Annual return | 18.39% | 242.71%-224.3pp | 181.32%-162.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $13,147 | $4,015+227.5% | $3,754+250.3% | $4,299+205.8% |
| Participant deferral / active EE | $10,317 | $5,564+85.4% | $5,116+101.7% | $6,507+58.5% |
| Admin fee / account holder | $6,189 | $9,860-37.2% | $8,919-30.6% | $12,624-51.0% |