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 | $106,624 | $76,738+38.9% | $56,411+89.0% | $145,922-26.9% |
| Participation rate | 22.2% | 63.2%-41.0pp | 52.5%-30.2pp | 80.3%-58.1pp |
| Annual return | 22.19% | 2994.23%-2972.0pp | 1701.33%-1679.1pp | 561.29%-539.1pp |
| Employer contribution / active EE | $480 | $1,380-65.2% | $1,039-53.8% | $4,660-89.7% |
| Participant deferral / active EE | $5,944 | $2,623+126.7% | $1,952+204.6% | $6,688-11.1% |
| Admin fee / account holder | $1,104 | $3,334-66.9% | $2,829-61.0% | $13,397-91.8% |