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 | $80,524 | $102,966-21.8% | $90,281-10.8% | $152,861-47.3% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 24.28% | 95.16%-70.9pp | 78.10%-53.8pp | 345.32%-321.0pp |
| Employer contribution / active EE | $3,000 | $3,139-4.4% | $2,854+5.1% | $4,762-37.0% |
| Participant deferral / active EE | $17,205 | $4,281+301.8% | $3,885+342.8% | $5,850+194.1% |
| Admin fee / account holder | $780 | $6,171-87.4% | $5,351-85.4% | $11,596-93.3% |