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 9-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 | $75,110 | $76,738-2.1% | $56,411+33.1% | $145,922-48.5% |
| Participation rate | 41.2% | 63.2%-22.0pp | 52.5%-11.3pp | 80.3%-39.1pp |
| Annual return | 18.21% | 2994.23%-2976.0pp | 1701.33%-1683.1pp | 561.29%-543.1pp |
| Employer contribution / active EE | $2,483 | $1,380+80.0% | $1,039+139.1% | $4,660-46.7% |
| Participant deferral / active EE | $3,002 | $2,623+14.5% | $1,952+53.8% | $6,688-55.1% |
| Admin fee / account holder | $762 | $3,334-77.2% | $2,829-73.1% | $13,397-94.3% |