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 | $54,919 | $171,865-68.0% | $149,718-63.3% | $147,584-62.8% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 47.76% | 2113.22%-2065.5pp | 1501.63%-1453.9pp | 578.55%-530.8pp |
| Employer contribution / active EE | $7,667 | $6,275+22.2% | $5,445+40.8% | $4,876+57.2% |
| Participant deferral / active EE | $5,449 | $7,271-25.1% | $6,569-17.1% | $5,439+0.2% |
| Admin fee / account holder | $352 | $13,799-97.5% | $11,283-96.9% | $10,885-96.8% |