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 4-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 | $54,307 | $70,756-23.2% | $65,493-17.1% | $142,382-61.9% |
| Participation rate | 61.5% | 77.4%-15.8pp | 73.1%-11.6pp | 80.1%-18.6pp |
| Annual return | 16.66% | 1754.89%-1738.2pp | 982.45%-965.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $919 | $2,881-68.1% | $2,574-64.3% | $4,299-78.6% |
| Participant deferral / active EE | $6,346 | $4,637+36.8% | $3,961+60.2% | $6,507-2.5% |
| Admin fee / account holder | $13,570 | $6,559+106.9% | $5,028+169.9% | $12,624+7.5% |