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 8-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 | $92,999 | $73,360+26.8% | $177,989-47.8% | $74,495+24.8% |
| Participation rate | 52.9% | 66.6%-13.7pp | 77.1%-24.1pp | 67.2%-14.3pp |
| Annual return | 17.74% | 17.49%+0.2pp | 294.48%-276.7pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $2,766 | $2,216+24.8% | $3,949-29.9% | $2,623+5.5% |
| Participant deferral / active EE | $6,088 | $4,513+34.9% | $6,276-3.0% | $4,346+40.1% |
| Admin fee / account holder | $4,482 | $1,808+148.0% | $10,363-56.7% | $1,942+130.8% |