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 | $74,764 | $115,770-35.4% | $101,248-26.2% | $158,922-53.0% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-33.0pp | 82.0%-39.1pp |
| Annual return | 25.33% | 56.14%-30.8pp | 46.47%-21.1pp | 302.83%-277.5pp |
| Employer contribution / active EE | $2,897 | $4,175-30.6% | $3,660-20.8% | $4,761-39.1% |
| Participant deferral / active EE | $7,203 | $4,957+45.3% | $4,370+64.8% | $5,982+20.4% |
| Admin fee / account holder | $1,362 | $7,245-81.2% | $5,945-77.1% | $11,246-87.9% |