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 7-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 | $69,882 | $81,625-14.4% | $58,482+19.5% | $139,434-49.9% |
| Participation rate | 25.0% | 61.3%-36.3pp | 50.9%-25.9pp | 80.3%-55.3pp |
| Annual return | 16.36% | 7404.20%-7387.8pp | 4239.32%-4223.0pp | 372.94%-356.6pp |
| Employer contribution / active EE | $744 | $1,398-46.8% | $1,053-29.3% | $4,751-84.3% |
| Participant deferral / active EE | $2,990 | $2,557+16.9% | $1,924+55.4% | $6,710-55.4% |
| Admin fee / account holder | $11,032 | $3,265+237.9% | $2,516+338.5% | $11,403-3.3% |