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 5-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 | $52,424 | $88,751-40.9% | $81,812-35.9% | $145,922-64.1% |
| Participation rate | 53.8% | 75.0%-21.2pp | 72.3%-18.5pp | 80.3%-26.4pp |
| Annual return | 94.15% | 1025.40%-931.2pp | 773.79%-679.6pp | 561.29%-467.1pp |
| Employer contribution / active EE | $2,085 | $3,083-32.4% | $2,912-28.4% | $4,660-55.2% |
| Participant deferral / active EE | $4,739 | $4,643+2.1% | $4,319+9.7% | $6,688-29.1% |
| Admin fee / account holder | $598 | $8,415-92.9% | $7,386-91.9% | $13,397-95.5% |