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 | $68,419 | $165,335-58.6% | $149,696-54.3% | $158,922-56.9% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 13.69% | 348.15%-334.5pp | 276.60%-262.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,899 | $5,103-43.2% | $4,644-37.6% | $4,761-39.1% |
| Participant deferral / active EE | $7,993 | $7,181+11.3% | $6,842+16.8% | $5,982+33.6% |
| Admin fee / account holder | $932 | $10,807-91.4% | $9,309-90.0% | $11,246-91.7% |