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 3-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 | $58,972 | $74,888-21.3% | $71,209-17.2% | $142,382-58.6% |
| Participation rate | 53.3% | 76.2%-22.9pp | 73.8%-20.4pp | 80.1%-26.8pp |
| Annual return | 423.38% | 345.14%+78.2pp | 282.51%+140.9pp | 217.08%+206.3pp |
| Employer contribution / active EE | $809 | $2,854-71.7% | $2,721-70.3% | $4,299-81.2% |
| Participant deferral / active EE | $2,155 | $4,454-51.6% | $4,175-48.4% | $6,507-66.9% |
| Admin fee / account holder | $548 | $5,568-90.2% | $5,349-89.8% | $12,624-95.7% |