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 | $111,137 | $175,202-36.6% | $149,673-25.7% | $139,434-20.3% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 14.74% | 166.71%-152.0pp | 134.42%-119.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $6,956 | $5,474+27.1% | $4,818+44.4% | $4,751+46.4% |
| Participant deferral / active EE | $4,169 | $6,519-36.0% | $5,680-26.6% | $6,710-37.9% |
| Admin fee / account holder | $988 | $16,150-93.9% | $13,210-92.5% | $11,403-91.3% |