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 | $85,218 | $60,323+41.3% | $81,812+4.2% | $74,495+14.4% |
| Participation rate | 41.2% | 62.9%-21.7pp | 72.3%-31.2pp | 67.2%-26.0pp |
| Annual return | 47.66% | 16.90%+30.8pp | 773.79%-726.1pp | 1364.94%-1317.3pp |
| Employer contribution / active EE | $776 | $2,620-70.4% | $2,912-73.3% | $2,623-70.4% |
| Participant deferral / active EE | $2,418 | $3,387-28.6% | $4,319-44.0% | $4,346-44.4% |
| Admin fee / account holder | $1,214 | $1,486-18.3% | $7,386-83.6% | $1,942-37.5% |