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 | $95,162 | $106,515-10.7% | $96,683-1.6% | $139,434-31.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 13.81% | 38.43%-24.6pp | 35.69%-21.9pp | 372.94%-359.1pp |
| Employer contribution / active EE | $17,018 | $4,103+314.8% | $3,737+355.4% | $4,751+258.2% |
| Participant deferral / active EE | $12,520 | $5,454+129.6% | $4,878+156.6% | $6,710+86.6% |
| Admin fee / account holder | $395 | $7,877-95.0% | $6,730-94.1% | $11,403-96.5% |