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 4-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 | $60,987 | $102,317-40.4% | $146,958-58.5% | $80,856-24.6% |
| Participation rate | 58.6% | 75.8%-17.2pp | 82.2%-23.5pp | 67.6%-9.0pp |
| Annual return | 20.05% | 134.76%-114.7pp | 418.34%-398.3pp | 35.59%-15.5pp |
| Employer contribution / active EE | $2,383 | $3,713-35.8% | $4,933-51.7% | $2,755-13.5% |
| Participant deferral / active EE | $7,355 | $6,644+10.7% | $8,070-8.9% | $4,296+71.2% |
| Admin fee / account holder | $9,423 | $7,941+18.7% | $12,998-27.5% | $6,918+36.2% |