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 | $72,465 | $90,348-19.8% | $75,972-4.6% | $145,922-50.3% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.1%-13.5pp | 80.3%-24.7pp |
| Annual return | 9.70% | 620.88%-611.2pp | 359.55%-349.8pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,829 | $3,311-44.8% | $2,685-31.9% | $4,660-60.8% |
| Participant deferral / active EE | $4,387 | $5,162-15.0% | $4,255+3.1% | $6,688-34.4% |
| Admin fee / account holder | $34,781 | $8,467+310.8% | $6,467+437.8% | $13,397+159.6% |