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 | $112,860 | $100,852+11.9% | $90,404+24.8% | $158,922-29.0% |
| Participation rate | 58.3% | 75.0%-16.7pp | 72.7%-14.3pp | 82.0%-23.6pp |
| Annual return | 9.34% | 1724.20%-1714.9pp | 1293.02%-1283.7pp | 302.83%-293.5pp |
| Employer contribution / active EE | $590 | $3,689-84.0% | $3,262-81.9% | $4,761-87.6% |
| Participant deferral / active EE | $3,817 | $4,348-12.2% | $3,963-3.7% | $5,982-36.2% |
| Admin fee / account holder | $27,619 | $6,501+324.8% | $5,611+392.2% | $11,246+145.6% |