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 | $44,152 | $226,064-80.5% | $182,532-75.8% | $152,861-71.1% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.0%-20.8pp | 82.4%-25.3pp |
| Annual return | 76.87% | 192.51%-115.6pp | 148.54%-71.7pp | 345.32%-268.5pp |
| Employer contribution / active EE | $3,222 | $4,978-35.3% | $4,076-20.9% | $4,762-32.3% |
| Participant deferral / active EE | $5,955 | $6,368-6.5% | $5,524+7.8% | $5,850+1.8% |
| Admin fee / account holder | $476 | $10,703-95.6% | $8,592-94.5% | $11,596-95.9% |