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 | $39,048 | $81,625-52.2% | $58,482-33.2% | $139,434-72.0% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | 12.57% | 7404.20%-7391.6pp | 4239.32%-4226.7pp | 372.94%-360.4pp |
| Employer contribution / active EE | $709 | $1,398-49.3% | $1,053-32.7% | $4,751-85.1% |
| Participant deferral / active EE | $2,131 | $2,557-16.6% | $1,924+10.8% | $6,710-68.2% |
| Admin fee / account holder | $6,109 | $3,265+87.1% | $2,516+142.8% | $11,403-46.4% |