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 10-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 | $53,196 | $104,106-48.9% | $71,086-25.2% | $135,375-60.7% |
| Participation rate | 62.5% | 65.7%-3.2pp | 54.7%+7.8pp | 82.6%-20.1pp |
| Annual return | 88.86% | 1256.30%-1167.4pp | 650.59%-561.7pp | 519.73%-430.9pp |
| Employer contribution / active EE | $1,377 | $1,485-7.3% | $1,088+26.6% | $4,779-71.2% |
| Participant deferral / active EE | $5,487 | $2,527+117.2% | $1,874+192.8% | $5,609-2.2% |
| Admin fee / account holder | $821 | $4,142-80.2% | $3,082-73.4% | $10,827-92.4% |