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 | $112,334 | $84,696+32.6% | $75,696+48.4% | $167,490-32.9% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.8%-32.0pp | 82.1%-39.2pp |
| Annual return | 13.50% | 199.36%-185.9pp | 104.53%-91.0pp | 478.56%-465.1pp |
| Employer contribution / active EE | $5,488 | $3,230+69.9% | $2,743+100.1% | $4,837+13.4% |
| Participant deferral / active EE | $5,048 | $4,580+10.2% | $3,821+32.1% | $6,341-20.4% |
| Admin fee / account holder | $2,869 | $5,355-46.4% | $3,619-20.7% | $12,309-76.7% |