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 5-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 | $66,750 | $84,402-20.9% | $61,373+8.8% | $134,475-50.4% |
| Participation rate | 12.5% | 62.2%-49.7pp | 52.6%-40.1pp | 81.2%-68.7pp |
| Annual return | 48.83% | 584.55%-535.7pp | 338.61%-289.8pp | 417.96%-369.1pp |
| Employer contribution / active EE | $899 | $1,544-41.8% | $1,159-22.5% | $4,740-81.0% |
| Participant deferral / active EE | $2,310 | $2,819-18.1% | $2,125+8.7% | $6,400-63.9% |
| Admin fee / account holder | $504 | $2,585-80.5% | $2,130-76.4% | $11,426-95.6% |