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 4-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 | $75,211 | $76,738-2.0% | $56,411+33.3% | $145,922-48.5% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-46.9pp |
| Annual return | 15.07% | 2994.23%-2979.2pp | 1701.33%-1686.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $321 | $1,380-76.8% | $1,039-69.1% | $4,660-93.1% |
| Participant deferral / active EE | $4,150 | $2,623+58.2% | $1,952+112.6% | $6,688-37.9% |
| Admin fee / account holder | $6,456 | $3,334+93.6% | $2,829+128.2% | $13,397-51.8% |