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 6-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 | $75,846 | $108,642-30.2% | $74,701+1.5% | $152,861-50.4% |
| Participation rate | 60.0% | 65.3%-5.3pp | 54.5%+5.5pp | 82.4%-22.4pp |
| Annual return | 18.87% | 114.06%-95.2pp | 752.92%-734.1pp | 345.32%-326.4pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $1,084-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,590 | $2,712-41.4% | $1,964-19.1% | $5,850-72.8% |
| Admin fee / account holder | $33,226 | $4,902+577.7% | $3,333+896.9% | $11,596+186.5% |