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 | $71,176 | $70,606+0.8% | $53,898+32.1% | $142,382-50.0% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 18.84% | 619.81%-601.0pp | 528.60%-509.8pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,040 | $1,202-13.5% | $932+11.6% | $4,299-75.8% |
| Participant deferral / active EE | $5,369 | $2,364+127.1% | $1,826+194.0% | $6,507-17.5% |
| Admin fee / account holder | $4,532 | $2,852+58.9% | $2,491+81.9% | $12,624-64.1% |