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 10-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 | $35,730 | $176,662-79.8% | $130,648-72.7% | $152,861-76.6% |
| Participation rate | 64.3% | 79.0%-14.7pp | 71.7%-7.5pp | 82.4%-18.2pp |
| Annual return | 24.11% | 2692.24%-2668.1pp | 1708.96%-1684.9pp | 345.32%-321.2pp |
| Employer contribution / active EE | $2,500 | $5,742-56.5% | $4,092-38.9% | $4,762-47.5% |
| Participant deferral / active EE | $6,045 | $4,361+38.6% | $3,603+67.8% | $5,850+3.3% |
| Admin fee / account holder | $1,760 | $7,133-75.3% | $5,464-67.8% | $11,596-84.8% |