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 | $55,895 | $77,419-27.8% | $69,455-19.5% | $152,861-63.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.4%-32.4pp |
| Annual return | 977.10% | 39.06%+938.0pp | 28.97%+948.1pp | 345.32%+631.8pp |
| Employer contribution / active EE | $2,253 | $3,315-32.0% | $2,779-18.9% | $4,762-52.7% |
| Participant deferral / active EE | $4,266 | $4,414-3.4% | $3,535+20.6% | $5,850-27.1% |
| Admin fee / account holder | $825 | $6,207-86.7% | $3,839-78.5% | $11,596-92.9% |