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 | $32,958 | $159,901-79.4% | $146,958-77.6% | $145,922-77.4% |
| Participation rate | 6.7% | 84.0%-77.3pp | 82.2%-75.5pp | 80.3%-73.6pp |
| Annual return | 26.99% | 98.13%-71.1pp | 418.34%-391.3pp | 561.29%-534.3pp |
| Employer contribution / active EE | $5,845 | $5,286+10.6% | $4,933+18.5% | $4,660+25.4% |
| Participant deferral / active EE | $9,726 | $8,428+15.4% | $8,070+20.5% | $6,688+45.4% |
| Admin fee / account holder | $4,075 | $15,044-72.9% | $12,998-68.7% | $13,397-69.6% |