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 | $30,617 | $88,751-65.5% | $81,812-62.6% | $145,922-79.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 15.04% | 1025.40%-1010.4pp | 773.79%-758.7pp | 561.29%-546.2pp |
| Employer contribution / active EE | $4,271 | $3,083+38.5% | $2,912+46.7% | $4,660-8.3% |
| Participant deferral / active EE | $6,200 | $4,643+33.5% | $4,319+43.6% | $6,688-7.3% |
| Admin fee / account holder | $2,058 | $8,415-75.5% | $7,386-72.1% | $13,397-84.6% |