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 7-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 | $108,021 | $100,852+7.1% | $90,404+19.5% | $158,922-32.0% |
| Participation rate | 11.1% | 75.0%-63.9pp | 72.7%-61.6pp | 82.0%-70.8pp |
| Annual return | 21.16% | 1724.20%-1703.0pp | 1293.02%-1271.9pp | 302.83%-281.7pp |
| Employer contribution / active EE | $1,587 | $3,689-57.0% | $3,262-51.4% | $4,761-66.7% |
| Participant deferral / active EE | $2,889 | $4,348-33.6% | $3,963-27.1% | $5,982-51.7% |
| Admin fee / account holder | $704 | $6,501-89.2% | $5,611-87.5% | $11,246-93.7% |