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 7-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 | $55,163 | $57,281-3.7% | $86,612-36.3% | $75,163-26.6% |
| Participation rate | 34.6% | 63.2%-28.6pp | 71.7%-37.1pp | 67.2%-32.6pp |
| Annual return | 24.26% | 2670.75%-2646.5pp | 591.07%-566.8pp | 160.62%-136.4pp |
| Employer contribution / active EE | $757 | $2,314-67.3% | $3,022-75.0% | $2,670-71.7% |
| Participant deferral / active EE | $1,068 | $3,318-67.8% | $4,438-75.9% | $4,125-74.1% |
| Admin fee / account holder | $648 | $4,112-84.2% | $5,614-88.5% | $5,651-88.5% |