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 | $102,279 | $115,770-11.7% | $101,248+1.0% | $158,922-35.6% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 29.81% | 56.14%-26.3pp | 46.47%-16.7pp | 302.83%-273.0pp |
| Employer contribution / active EE | $1,038 | $4,175-75.1% | $3,660-71.6% | $4,761-78.2% |
| Participant deferral / active EE | $4,048 | $4,957-18.4% | $4,370-7.4% | $5,982-32.3% |
| Admin fee / account holder | $310 | $7,245-95.7% | $5,945-94.8% | $11,246-97.2% |