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 | $89,536 | $105,998-15.5% | $92,233-2.9% | $147,584-39.3% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 14.79% | 50.05%-35.3pp | 176.28%-161.5pp | 578.55%-563.8pp |
| Employer contribution / active EE | $2,051 | $4,333-52.7% | $3,679-44.3% | $4,876-57.9% |
| Participant deferral / active EE | $8,549 | $4,478+90.9% | $3,897+119.4% | $5,439+57.2% |
| Admin fee / account holder | $21,133 | $6,332+233.7% | $5,194+306.9% | $10,885+94.1% |