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 | $151,151 | $99,877+51.3% | $84,966+77.9% | $145,922+3.6% |
| Participation rate | 37.5% | 74.1%-36.6pp | 67.5%-30.0pp | 80.3%-42.8pp |
| Annual return | 19.02% | 83.76%-64.7pp | 66.38%-47.4pp | 561.29%-542.3pp |
| Employer contribution / active EE | $1,145 | $3,231-64.6% | $2,727-58.0% | $4,660-75.4% |
| Participant deferral / active EE | $8,243 | $5,291+55.8% | $4,519+82.4% | $6,688+23.3% |
| Admin fee / account holder | $100,006 | $7,248+1279.8% | $6,149+1526.4% | $13,397+646.5% |