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 3-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 | $83,591 | $70,606+18.4% | $53,898+55.1% | $142,382-41.3% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | 17.12% | 619.81%-602.7pp | 528.60%-511.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $891 | $1,202-25.9% | $932-4.4% | $4,299-79.3% |
| Participant deferral / active EE | $3,996 | $2,364+69.0% | $1,826+118.8% | $6,507-38.6% |
| Admin fee / account holder | $395 | $2,852-86.2% | $2,491-84.2% | $12,624-96.9% |