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 | $51,501 | $98,750-47.8% | $149,696-65.6% | $79,858-35.5% |
| Participation rate | 64.5% | 75.8%-11.3pp | 82.5%-18.0pp | 69.6%-5.1pp |
| Annual return | 152.16% | 27.43%+124.7pp | 276.60%-124.4pp | 31.71%+120.4pp |
| Employer contribution / active EE | $900 | $3,216-72.0% | $4,644-80.6% | $2,471-63.6% |
| Participant deferral / active EE | $5,586 | $5,680-1.7% | $6,842-18.3% | $3,740+49.4% |
| Admin fee / account holder | $1,290 | $6,053-78.7% | $9,309-86.1% | $5,306-75.7% |