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 3-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 | $65,991 | $100,773-34.5% | $88,946-25.8% | $142,382-53.7% |
| Participation rate | 69.2% | 74.3%-5.1pp | 68.8%+0.4pp | 80.1%-10.9pp |
| Annual return | 13.54% | 70.18%-56.6pp | 57.82%-44.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,203 | $2,918-24.5% | $2,555-13.8% | $4,299-48.8% |
| Participant deferral / active EE | $8,841 | $5,230+69.0% | $4,581+93.0% | $6,507+35.9% |
| Admin fee / account holder | $31,990 | $9,693+230.0% | $8,261+287.2% | $12,624+153.4% |