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 | $77,641 | $34,934+122.3% | $56,411+37.6% | $74,495+4.2% |
| Participation rate | 43.2% | 32.8%+10.4pp | 52.5%-9.3pp | 67.2%-24.0pp |
| Annual return | 13.31% | 25.94%-12.6pp | 1701.33%-1688.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,268 | $609+108.3% | $1,039+22.1% | $2,623-51.6% |
| Participant deferral / active EE | $2,099 | $1,170+79.3% | $1,952+7.5% | $4,346-51.7% |
| Admin fee / account holder | $945 | $2,364-60.0% | $2,829-66.6% | $1,942-51.3% |