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 8-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 | $86,986 | $217,402-60.0% | $185,823-53.2% | $167,490-48.1% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 14.69% | 148.36%-133.7pp | 122.05%-107.4pp | 478.56%-463.9pp |
| Employer contribution / active EE | $8,968 | $5,873+52.7% | $5,167+73.5% | $4,837+85.4% |
| Participant deferral / active EE | $2,618 | $6,356-58.8% | $5,568-53.0% | $6,341-58.7% |
| Admin fee / account holder | $16,374 | $19,811-17.3% | $16,237+0.8% | $12,309+33.0% |