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 | $157,362 | $169,032-6.9% | $129,207+21.8% | $145,922+7.8% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 10.22% | 14330.11%-14319.9pp | 9417.33%-9407.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $13,163 | $5,537+137.8% | $4,153+216.9% | $4,660+182.5% |
| Participant deferral / active EE | $5,750 | $4,987+15.3% | $4,168+38.0% | $6,688-14.0% |
| Admin fee / account holder | $1,046 | $9,954-89.5% | $7,715-86.4% | $13,397-92.2% |