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 | $73,312 | $158,398-53.7% | $126,539-42.1% | $142,382-48.5% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 19.83% | 593.76%-573.9pp | 425.95%-406.1pp | 217.08%-197.2pp |
| Employer contribution / active EE | $4,855 | $4,650+4.4% | $3,674+32.1% | $4,299+12.9% |
| Participant deferral / active EE | $12,649 | $4,767+165.4% | $4,083+209.8% | $6,507+94.4% |
| Admin fee / account holder | $340 | $6,918-95.1% | $6,065-94.4% | $12,624-97.3% |