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 | $79,323 | $30,400+160.9% | $53,898+47.2% | $84,808-6.5% |
| Participation rate | 13.1% | 46.4%-33.3pp | 55.0%-41.9pp | 68.3%-55.2pp |
| Annual return | 20.94% | 500.19%-479.3pp | 528.60%-507.7pp | 40.90%-20.0pp |
| Employer contribution / active EE | $372 | $603-38.3% | $932-60.1% | $2,631-85.9% |
| Participant deferral / active EE | $1,093 | $1,199-8.8% | $1,826-40.2% | $4,212-74.1% |
| Admin fee / account holder | $16,550 | $1,993+730.3% | $2,491+564.5% | $7,344+125.4% |