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 | $67,002 | $202,432-66.9% | $169,368-60.4% | $139,434-51.9% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 14.80% | 531.74%-516.9pp | 405.60%-390.8pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,601 | $4,692-65.9% | $4,013-60.1% | $4,751-66.3% |
| Participant deferral / active EE | $1,700 | $6,938-75.5% | $6,221-72.7% | $6,710-74.7% |
| Admin fee / account holder | $966 | $10,708-91.0% | $9,003-89.3% | $11,403-91.5% |