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 | $38,390 | $202,318-81.0% | $172,739-77.8% | $152,861-74.9% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 45.25% | 1029.65%-984.4pp | 802.84%-757.6pp | 345.32%-300.1pp |
| Employer contribution / active EE | $7,849 | $5,856+34.0% | $5,143+52.6% | $4,762+64.8% |
| Participant deferral / active EE | $7,130 | $5,948+19.9% | $5,198+37.2% | $5,850+21.9% |
| Admin fee / account holder | $444 | $17,109-97.4% | $13,954-96.8% | $11,596-96.2% |