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 | $74,772 | $102,604-27.1% | $86,188-13.2% | $139,434-46.4% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 21.83% | 1922.51%-1900.7pp | 1168.45%-1146.6pp | 372.94%-351.1pp |
| Employer contribution / active EE | $1,554 | $3,032-48.8% | $2,380-34.7% | $4,751-67.3% |
| Participant deferral / active EE | $8,387 | $4,676+79.4% | $3,985+110.5% | $6,710+25.0% |
| Admin fee / account holder | $341 | $8,657-96.1% | $6,852-95.0% | $11,403-97.0% |