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 8-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 | $121,732 | $185,200-34.3% | $142,863-14.8% | $167,490-27.3% |
| Participation rate | 57.9% | 78.4%-20.6pp | 71.9%-14.0pp | 82.1%-24.2pp |
| Annual return | 14.77% | 8555.70%-8540.9pp | 5637.54%-5622.8pp | 478.56%-463.8pp |
| Employer contribution / active EE | $1,785 | $5,604-68.2% | $4,144-56.9% | $4,837-63.1% |
| Participant deferral / active EE | $4,988 | $4,494+11.0% | $3,837+30.0% | $6,341-21.3% |
| Admin fee / account holder | $28,539 | $8,031+255.4% | $6,560+335.0% | $12,309+131.9% |