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 | $67,947 | $124,281-45.3% | $109,143-37.7% | $167,490-59.4% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 152.89% | 26.04%+126.9pp | 25.75%+127.1pp | 478.56%-325.7pp |
| Employer contribution / active EE | $2,162 | $4,207-48.6% | $3,722-41.9% | $4,837-55.3% |
| Participant deferral / active EE | $4,261 | $5,255-18.9% | $4,653-8.4% | $6,341-32.8% |
| Admin fee / account holder | $448 | $7,970-94.4% | $6,752-93.4% | $12,309-96.4% |