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 | $74,939 | $56,114+33.5% | $96,139-22.1% | $85,850-12.7% |
| Participation rate | 7.3% | 56.7%-49.4pp | 68.4%-61.1pp | 69.3%-62.0pp |
| Annual return | 17.71% | 42.30%-24.6pp | 191.94%-174.2pp | 318.53%-300.8pp |
| Employer contribution / active EE | $369 | $1,620-77.2% | $2,797-86.8% | $2,565-85.6% |
| Participant deferral / active EE | $1,048 | $2,859-63.3% | $4,349-75.9% | $3,952-73.5% |
| Admin fee / account holder | $618 | $3,768-83.6% | $5,537-88.8% | $6,260-90.1% |