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 9-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 | $67,826 | $73,515-7.7% | $62,995+7.7% | $147,584-54.0% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 22.26% | 175.43%-153.2pp | 87.57%-65.3pp | 578.55%-556.3pp |
| Employer contribution / active EE | $3,434 | $3,320+3.4% | $2,759+24.5% | $4,876-29.6% |
| Participant deferral / active EE | $6,616 | $4,185+58.1% | $3,329+98.7% | $5,439+21.6% |
| Admin fee / account holder | $10,892 | $5,953+83.0% | $3,600+202.6% | $10,885+0.1% |