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 | $90,433 | $115,770-21.9% | $101,248-10.7% | $158,922-43.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 18.25% | 56.14%-37.9pp | 46.47%-28.2pp | 302.83%-284.6pp |
| Employer contribution / active EE | $9,067 | $4,175+117.2% | $3,660+147.8% | $4,761+90.4% |
| Participant deferral / active EE | $15,000 | $4,957+202.6% | $4,370+243.2% | $5,982+150.7% |
| Admin fee / account holder | $322 | $7,245-95.6% | $5,945-94.6% | $11,246-97.1% |