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 | $37,309 | $104,907-64.4% | $84,611-55.9% | $152,861-75.6% |
| Participation rate | 69.2% | 74.8%-5.6pp | 68.2%+1.0pp | 82.4%-13.2pp |
| Annual return | 1166.69% | 373.79%+792.9pp | 258.74%+907.9pp | 345.32%+821.4pp |
| Employer contribution / active EE | $3,405 | $3,302+3.1% | $2,652+28.4% | $4,762-28.5% |
| Participant deferral / active EE | $7,098 | $4,688+51.4% | $3,899+82.1% | $5,850+21.3% |
| Admin fee / account holder | $1,785 | $6,241-71.4% | $4,912-63.7% | $11,596-84.6% |