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 | $97,727 | $30,400+221.5% | $53,898+81.3% | $84,808+15.2% |
| Participation rate | 18.9% | 46.4%-27.6pp | 55.0%-36.1pp | 68.3%-49.4pp |
| Annual return | 168.74% | 500.19%-331.4pp | 528.60%-359.9pp | 40.90%+127.8pp |
| Employer contribution / active EE | $553 | $603-8.2% | $932-40.6% | $2,631-79.0% |
| Participant deferral / active EE | $1,648 | $1,199+37.5% | $1,826-9.8% | $4,212-60.9% |
| Admin fee / account holder | $1,329 | $1,993-33.3% | $2,491-46.6% | $7,344-81.9% |