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 3-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 | $54,699 | $102,604-46.7% | $86,188-36.5% | $139,434-60.8% |
| Participation rate | 54.5% | 74.5%-20.0pp | 69.0%-14.4pp | 80.3%-25.8pp |
| Annual return | 39.30% | 1922.51%-1883.2pp | 1168.45%-1129.1pp | 372.94%-333.6pp |
| Employer contribution / active EE | $1,342 | $3,032-55.8% | $2,380-43.6% | $4,751-71.8% |
| Participant deferral / active EE | $4,351 | $4,676-6.9% | $3,985+9.2% | $6,710-35.2% |
| Admin fee / account holder | $328 | $8,657-96.2% | $6,852-95.2% | $11,403-97.1% |