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 | $69,749 | $57,281+21.8% | $86,612-19.5% | $75,163-7.2% |
| Participation rate | 58.8% | 63.2%-4.4pp | 71.7%-12.9pp | 67.2%-8.4pp |
| Annual return | 16.50% | 2670.75%-2654.3pp | 591.07%-574.6pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,818 | $2,314-21.4% | $3,022-39.8% | $2,670-31.9% |
| Participant deferral / active EE | $6,541 | $3,318+97.1% | $4,438+47.4% | $4,125+58.6% |
| Admin fee / account holder | $1,703 | $4,112-58.6% | $5,614-69.7% | $5,651-69.9% |