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 | $41,089 | $88,751-53.7% | $81,812-49.8% | $145,922-71.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 28.60% | 1025.40%-996.8pp | 773.79%-745.2pp | 561.29%-532.7pp |
| Employer contribution / active EE | $1,508 | $3,083-51.1% | $2,912-48.2% | $4,660-67.6% |
| Participant deferral / active EE | $1,554 | $4,643-66.5% | $4,319-64.0% | $6,688-76.8% |
| Admin fee / account holder | $559 | $8,415-93.4% | $7,386-92.4% | $13,397-95.8% |