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 | $51,822 | $51,576+0.5% | $129,207-59.9% | $80,856-35.9% |
| Participation rate | 44.9% | 57.0%-12.1pp | 69.6%-24.7pp | 67.6%-22.8pp |
| Annual return | 69.49% | 20.81%+48.7pp | 9417.33%-9347.8pp | 35.59%+33.9pp |
| Employer contribution / active EE | $1,793 | $1,584+13.2% | $4,153-56.8% | $2,755-34.9% |
| Participant deferral / active EE | $3,984 | $2,669+49.3% | $4,168-4.4% | $4,296-7.2% |
| Admin fee / account holder | $1,213 | $4,305-71.8% | $7,715-84.3% | $6,918-82.5% |