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 | $104,346 | $27,915+273.8% | $58,482+78.4% | $75,163+38.8% |
| Participation rate | 29.0% | 38.8%-9.8pp | 50.9%-21.8pp | 67.2%-38.2pp |
| Annual return | 39.95% | 44.20%-4.3pp | 4239.32%-4199.4pp | 160.62%-120.7pp |
| Employer contribution / active EE | $1,164 | $669+74.0% | $1,053+10.5% | $2,670-56.4% |
| Participant deferral / active EE | $1,797 | $1,201+49.6% | $1,924-6.6% | $4,125-56.4% |
| Admin fee / account holder | $4,250 | $1,726+146.3% | $2,516+68.9% | $5,651-24.8% |