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 6-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 | $42,793 | $57,281-25.3% | $86,612-50.6% | $75,163-43.1% |
| Participation rate | 51.3% | 63.2%-11.9pp | 71.7%-20.4pp | 67.2%-15.9pp |
| Annual return | 24.04% | 2670.75%-2646.7pp | 591.07%-567.0pp | 160.62%-136.6pp |
| Employer contribution / active EE | $5,652 | $2,314+144.2% | $3,022+87.0% | $2,670+111.7% |
| Participant deferral / active EE | $7,560 | $3,318+127.9% | $4,438+70.4% | $4,125+83.3% |
| Admin fee / account holder | $5,333 | $4,112+29.7% | $5,614-5.0% | $5,651-5.6% |