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 4-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 | $26,459 | $49,922-47.0% | $80,569-67.2% | $75,163-64.8% |
| Participation rate | 67.5% | 55.3%+12.2pp | 67.0%+0.5pp | 67.2%+0.3pp |
| Annual return | 103.98% | 34.69%+69.3pp | 935.43%-831.4pp | 160.62%-56.6pp |
| Employer contribution / active EE | $1,974 | $1,698+16.2% | $2,723-27.5% | $2,670-26.1% |
| Participant deferral / active EE | $4,946 | $2,990+65.4% | $4,447+11.2% | $4,125+19.9% |
| Admin fee / account holder | $2,142 | $3,577-40.1% | $5,377-60.2% | $5,651-62.1% |