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 | $66,849 | $109,817-39.1% | $98,442-32.1% | $167,490-60.1% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 13.02% | 1956.69%-1943.7pp | 1492.73%-1479.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $2,101 | $3,224-34.8% | $2,960-29.0% | $4,837-56.6% |
| Participant deferral / active EE | $12,800 | $4,673+173.9% | $4,276+199.3% | $6,341+101.9% |
| Admin fee / account holder | $388 | $6,753-94.3% | $5,949-93.5% | $12,309-96.8% |