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 7-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 | $95,159 | $74,888+27.1% | $71,209+33.6% | $142,382-33.2% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.1%-35.7pp |
| Annual return | 17.03% | 345.14%-328.1pp | 282.51%-265.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,223 | $2,854-57.1% | $2,721-55.0% | $4,299-71.5% |
| Participant deferral / active EE | $3,615 | $4,454-18.8% | $4,175-13.4% | $6,507-44.4% |
| Admin fee / account holder | $21,634 | $5,568+288.5% | $5,349+304.5% | $12,624+71.4% |