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 | $37,470 | $49,922-24.9% | $80,569-53.5% | $75,163-50.1% |
| Participation rate | 67.5% | 55.3%+12.2pp | 67.0%+0.5pp | 67.2%+0.3pp |
| Annual return | 30.16% | 34.69%-4.5pp | 935.43%-905.3pp | 160.62%-130.5pp |
| Employer contribution / active EE | $2,695 | $1,698+58.7% | $2,723-1.0% | $2,670+1.0% |
| Participant deferral / active EE | $5,570 | $2,990+86.3% | $4,447+25.2% | $4,125+35.0% |
| Admin fee / account holder | $3,820 | $3,577+6.8% | $5,377-29.0% | $5,651-32.4% |