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 7-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 | $183,139 | $70,756+158.8% | $65,493+179.6% | $142,382+28.6% |
| Participation rate | 36.4% | 77.4%-41.0pp | 73.1%-36.7pp | 80.1%-43.8pp |
| Annual return | 17.38% | 1754.89%-1737.5pp | 982.45%-965.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,728 | $4,637-62.7% | $3,961-56.4% | $6,507-73.4% |
| Admin fee / account holder | $3,185 | $6,559-51.4% | $5,028-36.7% | $12,624-74.8% |