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 6-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 | $36,816 | $81,625-54.9% | $58,482-37.0% | $139,434-73.6% |
| Participation rate | 61.9% | 61.3%+0.6pp | 50.9%+11.0pp | 80.3%-18.4pp |
| Annual return | 19.41% | 7404.20%-7384.8pp | 4239.32%-4219.9pp | 372.94%-353.5pp |
| Employer contribution / active EE | $2,095 | $1,398+49.8% | $1,053+98.9% | $4,751-55.9% |
| Participant deferral / active EE | $3,630 | $2,557+42.0% | $1,924+88.7% | $6,710-45.9% |
| Admin fee / account holder | $900 | $3,265-72.4% | $2,516-64.2% | $11,403-92.1% |