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 | $78,105 | $102,604-23.9% | $86,188-9.4% | $139,434-44.0% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 25.77% | 1922.51%-1896.7pp | 1168.45%-1142.7pp | 372.94%-347.2pp |
| Employer contribution / active EE | $1,115 | $3,032-63.2% | $2,380-53.2% | $4,751-76.5% |
| Participant deferral / active EE | $7,253 | $4,676+55.1% | $3,985+82.0% | $6,710+8.1% |
| Admin fee / account holder | $763 | $8,657-91.2% | $6,852-88.9% | $11,403-93.3% |