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 | $28,571 | $41,078-30.4% | $80,569-64.5% | $71,457-60.0% |
| Participation rate | 61.5% | 50.2%+11.2pp | 67.0%-5.5pp | 67.9%-6.5pp |
| Annual return | 28.61% | 38.45%-9.8pp | 935.43%-906.8pp | 28.85%-0.2pp |
| Employer contribution / active EE | $2,892 | $1,506+92.1% | $2,723+6.2% | $2,588+11.7% |
| Participant deferral / active EE | $5,415 | $2,699+100.6% | $4,447+21.8% | $4,289+26.3% |
| Admin fee / account holder | $1,984 | $1,840+7.8% | $5,377-63.1% | $1,587+25.0% |