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 | $103,396 | $81,625+26.7% | $58,482+76.8% | $139,434-25.8% |
| Participation rate | 16.7% | 61.3%-44.7pp | 50.9%-34.2pp | 80.3%-63.7pp |
| Annual return | 17.35% | 7404.20%-7386.8pp | 4239.32%-4222.0pp | 372.94%-355.6pp |
| Employer contribution / active EE | $331 | $1,398-76.3% | $1,053-68.6% | $4,751-93.0% |
| Participant deferral / active EE | $1,465 | $2,557-42.7% | $1,924-23.8% | $6,710-78.2% |
| Admin fee / account holder | $673 | $3,265-79.4% | $2,516-73.3% | $11,403-94.1% |