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 4-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 | $41,465 | $96,305-56.9% | $80,569-48.5% | $139,434-70.3% |
| Participation rate | 62.5% | 73.6%-11.1pp | 67.0%-4.5pp | 80.3%-17.8pp |
| Annual return | 17.86% | 1350.08%-1332.2pp | 935.43%-917.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $8,456 | $3,262+159.2% | $2,723+210.5% | $4,751+78.0% |
| Participant deferral / active EE | $7,684 | $5,232+46.9% | $4,447+72.8% | $6,710+14.5% |
| Admin fee / account holder | $23,115 | $6,599+250.3% | $5,377+329.9% | $11,403+102.7% |