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 8-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 | $67,134 | $70,606-4.9% | $53,898+24.6% | $142,382-52.8% |
| Participation rate | 36.4% | 63.7%-27.3pp | 55.0%-18.6pp | 80.1%-43.8pp |
| Annual return | 23.08% | 619.81%-596.7pp | 528.60%-505.5pp | 217.08%-194.0pp |
| Employer contribution / active EE | $383 | $1,202-68.1% | $932-58.9% | $4,299-91.1% |
| Participant deferral / active EE | $2,246 | $2,364-5.0% | $1,826+23.0% | $6,507-65.5% |
| Admin fee / account holder | $523 | $2,852-81.7% | $2,491-79.0% | $12,624-95.9% |