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 9-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 | $58,372 | $58,927-0.9% | $76,817-24.0% | $72,985-20.0% |
| Participation rate | 50.8% | 67.3%-16.6pp | 72.1%-21.3pp | 69.5%-18.7pp |
| Annual return | 17.40% | 2305.64%-2288.2pp | 1166.11%-1148.7pp | 81.00%-63.6pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,301 | $2,690-14.5% | $3,336-31.0% | $3,607-36.2% |
| Admin fee / account holder | $11,971 | $4,013+198.3% | $6,420+86.5% | $5,124+133.6% |