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 10-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 | $64,854 | $96,635-32.9% | $86,612-25.1% | $139,434-53.5% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 29.23% | 106.41%-77.2pp | 591.07%-561.8pp | 372.94%-343.7pp |
| Employer contribution / active EE | $7,003 | $3,263+114.6% | $3,022+131.7% | $4,751+47.4% |
| Participant deferral / active EE | $1,312 | $4,836-72.9% | $4,438-70.4% | $6,710-80.5% |
| Admin fee / account holder | $891 | $6,408-86.1% | $5,614-84.1% | $11,403-92.2% |