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 | $62,215 | $111,724-44.3% | $93,606-33.5% | $145,922-57.4% |
| Participation rate | 63.6% | 74.2%-10.6pp | 68.7%-5.1pp | 80.3%-16.6pp |
| Annual return | 14.71% | 202.98%-188.3pp | 133.20%-118.5pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,349 | $3,090-56.3% | $2,420-44.3% | $4,660-71.1% |
| Participant deferral / active EE | $7,471 | $4,912+52.1% | $4,411+69.4% | $6,688+11.7% |
| Admin fee / account holder | $6,020 | $10,250-41.3% | $8,285-27.3% | $13,397-55.1% |