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 3-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 | $131,158 | $99,877+31.3% | $84,966+54.4% | $145,922-10.1% |
| Participation rate | 8.3% | 74.1%-65.8pp | 67.5%-59.2pp | 80.3%-71.9pp |
| Annual return | 14.23% | 83.76%-69.5pp | 66.38%-52.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,725 | $3,231-46.6% | $2,727-36.7% | $4,660-63.0% |
| Participant deferral / active EE | $2,542 | $5,291-52.0% | $4,519-43.8% | $6,688-62.0% |
| Admin fee / account holder | $407 | $7,248-94.4% | $6,149-93.4% | $13,397-97.0% |