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 | $74,104 | $70,606+5.0% | $53,898+37.5% | $142,382-48.0% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 18.39% | 619.81%-601.4pp | 528.60%-510.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,688 | $1,202+40.4% | $932+81.1% | $4,299-60.7% |
| Participant deferral / active EE | $4,894 | $2,364+107.0% | $1,826+168.0% | $6,507-24.8% |
| Admin fee / account holder | $1,614 | $2,852-43.4% | $2,491-35.2% | $12,624-87.2% |