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 | $61,217 | $102,604-40.3% | $86,188-29.0% | $139,434-56.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 47.79% | 1922.51%-1874.7pp | 1168.45%-1120.7pp | 372.94%-325.2pp |
| Employer contribution / active EE | $874 | $3,032-71.2% | $2,380-63.3% | $4,751-81.6% |
| Participant deferral / active EE | $17,115 | $4,676+266.1% | $3,985+329.5% | $6,710+155.1% |
| Admin fee / account holder | $6,729 | $8,657-22.3% | $6,852-1.8% | $11,403-41.0% |