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 5-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 | $88,771 | $81,625+8.8% | $58,482+51.8% | $139,434-36.3% |
| Participation rate | 31.6% | 61.3%-29.8pp | 50.9%-19.3pp | 80.3%-48.7pp |
| Annual return | 17.20% | 7404.20%-7387.0pp | 4239.32%-4222.1pp | 372.94%-355.7pp |
| Employer contribution / active EE | $241 | $1,398-82.8% | $1,053-77.2% | $4,751-94.9% |
| Participant deferral / active EE | $436 | $2,557-82.9% | $1,924-77.3% | $6,710-93.5% |
| Admin fee / account holder | $15,655 | $3,265+379.5% | $2,516+522.2% | $11,403+37.3% |