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 | $64,883 | $76,738-15.4% | $56,411+15.0% | $145,922-55.5% |
| Participation rate | 42.1% | 63.2%-21.1pp | 52.5%-10.4pp | 80.3%-38.2pp |
| Annual return | 12.87% | 2994.23%-2981.4pp | 1701.33%-1688.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,201 | $1,380-13.0% | $1,039+15.6% | $4,660-74.2% |
| Participant deferral / active EE | $3,542 | $2,623+35.1% | $1,952+81.5% | $6,688-47.0% |
| Admin fee / account holder | $2,093 | $3,334-37.2% | $2,829-26.0% | $13,397-84.4% |