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 9-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 | $161,520 | $58,828+174.6% | $77,999+107.1% | $62,891+156.8% |
| Participation rate | 54.5% | 71.1%-16.5pp | 75.5%-21.0pp | 69.3%-14.8pp |
| Annual return | 8.09% | 17.16%-9.1pp | 425.96%-417.9pp | 20.14%-12.1pp |
| Employer contribution / active EE | $530 | $1,672-68.3% | $2,470-78.5% | $2,281-76.8% |
| Participant deferral / active EE | $8,339 | $2,686+210.5% | $3,497+138.5% | $3,203+160.3% |
| Admin fee / account holder | $8,042 | $4,393+83.1% | $5,480+46.7% | $4,296+87.2% |