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 8-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 | $74,266 | $34,934+112.6% | $56,411+31.7% | $74,495-0.3% |
| Participation rate | 34.1% | 32.8%+1.2pp | 52.5%-18.4pp | 67.2%-33.1pp |
| Annual return | 96.85% | 25.94%+70.9pp | 1701.33%-1604.5pp | 1364.94%-1268.1pp |
| Employer contribution / active EE | $839 | $609+37.8% | $1,039-19.2% | $2,623-68.0% |
| Participant deferral / active EE | $1,664 | $1,170+42.1% | $1,952-14.8% | $4,346-61.7% |
| Admin fee / account holder | $2,056 | $2,364-13.0% | $2,829-27.3% | $1,942+5.9% |