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 9-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 | $57,892 | $102,966-43.8% | $90,281-35.9% | $152,861-62.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 42.25% | 95.16%-52.9pp | 78.10%-35.8pp | 345.32%-303.1pp |
| Employer contribution / active EE | $19,092 | $3,139+508.3% | $2,854+568.8% | $4,762+300.9% |
| Participant deferral / active EE | $17,381 | $4,281+305.9% | $3,885+347.3% | $5,850+197.1% |
| Admin fee / account holder | $595 | $6,171-90.4% | $5,351-88.9% | $11,596-94.9% |