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 9-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 | $74,003 | $83,902-11.8% | $167,512-55.8% | $84,808-12.7% |
| Participation rate | 59.1% | 66.5%-7.4pp | 77.1%-18.0pp | 68.3%-9.2pp |
| Annual return | 18.97% | 91.55%-72.6pp | 1615.79%-1596.8pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,304 | $2,264+1.8% | $3,882-40.6% | $2,631-12.4% |
| Participant deferral / active EE | $4,643 | $4,442+4.5% | $6,405-27.5% | $4,212+10.3% |
| Admin fee / account holder | $3,104 | $7,915-60.8% | $9,769-68.2% | $7,344-57.7% |