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 | $53,036 | $76,738-30.9% | $56,411-6.0% | $145,922-63.7% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-46.9pp |
| Annual return | 20.22% | 2994.23%-2974.0pp | 1701.33%-1681.1pp | 561.29%-541.1pp |
| Employer contribution / active EE | $780 | $1,380-43.5% | $1,039-24.9% | $4,660-83.3% |
| Participant deferral / active EE | $3,951 | $2,623+50.7% | $1,952+102.4% | $6,688-40.9% |
| Admin fee / account holder | $6,629 | $3,334+98.9% | $2,829+134.3% | $13,397-50.5% |