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 7-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 | $67,520 | $102,604-34.2% | $86,188-21.7% | $139,434-51.6% |
| Participation rate | 52.9% | 74.5%-21.6pp | 69.0%-16.0pp | 80.3%-27.4pp |
| Annual return | 18.41% | 1922.51%-1904.1pp | 1168.45%-1150.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,317 | $3,032-56.6% | $2,380-44.7% | $4,751-72.3% |
| Participant deferral / active EE | $6,117 | $4,676+30.8% | $3,985+53.5% | $6,710-8.8% |
| Admin fee / account holder | $1,148 | $8,657-86.7% | $6,852-83.2% | $11,403-89.9% |