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 | $100,044 | $86,944+15.1% | $107,525-7.0% | $74,304+34.6% |
| Participation rate | 48.6% | 59.6%-10.9pp | 75.1%-26.5pp | 60.3%-11.7pp |
| Annual return | 18.55% | 23.52%-5.0pp | 181.32%-162.8pp | 29.43%-10.9pp |
| Employer contribution / active EE | $6,098 | $2,757+121.2% | $3,754+62.5% | $2,241+172.1% |
| Participant deferral / active EE | $2,424 | $3,554-31.8% | $5,116-52.6% | $3,767-35.6% |
| Admin fee / account holder | $2,229 | $3,727-40.2% | $8,919-75.0% | $2,969-24.9% |