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 | $51,392 | $107,334-52.1% | $92,893-44.7% | $152,861-66.4% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 19.36% | 145.58%-126.2pp | 109.41%-90.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $2,490 | $4,221-41.0% | $3,653-31.8% | $4,762-47.7% |
| Participant deferral / active EE | $6,532 | $4,845+34.8% | $4,236+54.2% | $5,850+11.7% |
| Admin fee / account holder | $686 | $7,079-90.3% | $5,794-88.2% | $11,596-94.1% |