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 | $35,268 | $109,817-67.9% | $98,442-64.2% | $167,490-78.9% |
| Participation rate | 54.5% | 75.8%-21.3pp | 73.3%-18.8pp | 82.1%-27.6pp |
| Annual return | 16.73% | 1956.69%-1940.0pp | 1492.73%-1476.0pp | 478.56%-461.8pp |
| Employer contribution / active EE | $1,593 | $3,224-50.6% | $2,960-46.2% | $4,837-67.1% |
| Participant deferral / active EE | $2,825 | $4,673-39.6% | $4,276-33.9% | $6,341-55.5% |
| Admin fee / account holder | $4,809 | $6,753-28.8% | $5,949-19.2% | $12,309-60.9% |