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 | $82,474 | $81,632+1.0% | $70,449+17.1% | $158,922-48.1% |
| Participation rate | 60.0% | 77.7%-17.7pp | 75.1%-15.1pp | 82.0%-22.0pp |
| Annual return | 23.03% | 208.40%-185.4pp | 109.03%-86.0pp | 302.83%-279.8pp |
| Employer contribution / active EE | $9,005 | $3,217+179.9% | $2,737+229.1% | $4,761+89.1% |
| Participant deferral / active EE | $7,202 | $4,554+58.2% | $3,709+94.2% | $5,982+20.4% |
| Admin fee / account holder | $592 | $6,193-90.4% | $3,845-84.6% | $11,246-94.7% |