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 3-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 | $29,042 | $96,635-69.9% | $86,612-66.5% | $139,434-79.2% |
| Participation rate | 31.8% | 74.4%-42.6pp | 71.7%-39.9pp | 80.3%-48.5pp |
| Annual return | 129.13% | 106.41%+22.7pp | 591.07%-461.9pp | 372.94%-243.8pp |
| Employer contribution / active EE | $1,204 | $3,263-63.1% | $3,022-60.2% | $4,751-74.7% |
| Participant deferral / active EE | $2,497 | $4,836-48.4% | $4,438-43.7% | $6,710-62.8% |
| Admin fee / account holder | $340 | $6,408-94.7% | $5,614-93.9% | $11,403-97.0% |