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 | $53,084 | $109,817-51.7% | $98,442-46.1% | $167,490-68.3% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 31.20% | 1956.69%-1925.5pp | 1492.73%-1461.5pp | 478.56%-447.4pp |
| Employer contribution / active EE | $2,396 | $3,224-25.7% | $2,960-19.1% | $4,837-50.5% |
| Participant deferral / active EE | $6,920 | $4,673+48.1% | $4,276+61.8% | $6,341+9.1% |
| Admin fee / account holder | $5,405 | $6,753-20.0% | $5,949-9.2% | $12,309-56.1% |