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 | $62,287 | $49,922+24.8% | $80,569-22.7% | $75,163-17.1% |
| Participation rate | 55.1% | 55.3%-0.2pp | 67.0%-11.9pp | 67.2%-12.1pp |
| Annual return | 107.04% | 34.69%+72.4pp | 935.43%-828.4pp | 160.62%-53.6pp |
| Employer contribution / active EE | $2,840 | $1,698+67.2% | $2,723+4.3% | $2,670+6.4% |
| Participant deferral / active EE | $7,104 | $2,990+137.6% | $4,447+59.7% | $4,125+72.2% |
| Admin fee / account holder | $1,255 | $3,577-64.9% | $5,377-76.7% | $5,651-77.8% |