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 7-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 | $61,566 | $90,348-31.9% | $75,972-19.0% | $145,922-57.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 11.28% | 620.88%-609.6pp | 359.55%-348.3pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,251 | $3,311-32.0% | $2,685-16.1% | $4,660-51.7% |
| Participant deferral / active EE | $3,985 | $5,162-22.8% | $4,255-6.4% | $6,688-40.4% |
| Admin fee / account holder | $326 | $8,467-96.2% | $6,467-95.0% | $13,397-97.6% |