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 | $42,607 | $102,604-58.5% | $86,188-50.6% | $139,434-69.4% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 14.18% | 1922.51%-1908.3pp | 1168.45%-1154.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,509 | $3,032-50.2% | $2,380-36.6% | $4,751-68.2% |
| Participant deferral / active EE | $5,074 | $4,676+8.5% | $3,985+27.3% | $6,710-24.4% |
| Admin fee / account holder | $2,383 | $8,657-72.5% | $6,852-65.2% | $11,403-79.1% |