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 10-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 | $72,039 | $102,317-29.6% | $146,958-51.0% | $80,856-10.9% |
| Participation rate | 69.6% | 75.8%-6.3pp | 82.2%-12.6pp | 67.6%+1.9pp |
| Annual return | 16.46% | 134.76%-118.3pp | 418.34%-401.9pp | 35.59%-19.1pp |
| Employer contribution / active EE | $4,878 | $3,713+31.4% | $4,933-1.1% | $2,755+77.1% |
| Participant deferral / active EE | $7,023 | $6,644+5.7% | $8,070-13.0% | $4,296+63.5% |
| Admin fee / account holder | $1,572 | $7,941-80.2% | $12,998-87.9% | $6,918-77.3% |