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 | $127,938 | $70,587+81.2% | $124,672+2.6% | $85,850+49.0% |
| Participation rate | 61.8% | 64.4%-2.7pp | 74.6%-12.8pp | 69.3%-7.6pp |
| Annual return | 24.04% | 20688.83%-20664.8pp | 5142.93%-5118.9pp | 318.53%-294.5pp |
| Employer contribution / active EE | $1,747 | $1,913-8.7% | $3,324-47.4% | $2,565-31.9% |
| Participant deferral / active EE | $5,418 | $2,969+82.5% | $4,614+17.4% | $3,952+37.1% |
| Admin fee / account holder | $90,078 | $5,282+1605.3% | $7,493+1102.2% | $6,260+1339.0% |