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 | $134,820 | $156,846-14.0% | $121,098+11.3% | $139,434-3.3% |
| Participation rate | 64.7% | 76.4%-11.7pp | 69.5%-4.8pp | 80.3%-15.6pp |
| Annual return | 18.67% | 1474.56%-1455.9pp | 985.75%-967.1pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,680 | $5,536-69.7% | $4,164-59.7% | $4,751-64.6% |
| Participant deferral / active EE | $4,639 | $4,844-4.2% | $4,080+13.7% | $6,710-30.9% |
| Admin fee / account holder | $16,166 | $6,946+132.7% | $5,644+186.4% | $11,403+41.8% |