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 | $30,075 | $110,502-72.8% | $80,716-62.7% | $167,490-82.0% |
| Participation rate | 66.7% | 64.0%+2.7pp | 54.2%+12.5pp | 82.1%-15.4pp |
| Annual return | 15.23% | 120.54%-105.3pp | 87.28%-72.0pp | 478.56%-463.3pp |
| Employer contribution / active EE | $2,049 | $1,543+32.8% | $1,160+76.6% | $4,837-57.6% |
| Participant deferral / active EE | $4,481 | $2,871+56.1% | $2,146+108.8% | $6,341-29.3% |
| Admin fee / account holder | $1,406 | $4,545-69.1% | $3,380-58.4% | $12,309-88.6% |