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 7-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 | $50,390 | $81,625-38.3% | $58,482-13.8% | $139,434-63.9% |
| Participation rate | 39.1% | 61.3%-22.2pp | 50.9%-11.7pp | 80.3%-41.2pp |
| Annual return | 13.64% | 7404.20%-7390.6pp | 4239.32%-4225.7pp | 372.94%-359.3pp |
| Employer contribution / active EE | $1,135 | $1,398-18.9% | $1,053+7.7% | $4,751-76.1% |
| Participant deferral / active EE | $2,882 | $2,557+12.7% | $1,924+49.8% | $6,710-57.1% |
| Admin fee / account holder | $4,344 | $3,265+33.0% | $2,516+72.7% | $11,403-61.9% |