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 | $68,814 | $57,281+20.1% | $86,612-20.5% | $75,163-8.4% |
| Participation rate | 66.3% | 63.2%+3.1pp | 71.7%-5.4pp | 67.2%-0.9pp |
| Annual return | 20.68% | 2670.75%-2650.1pp | 591.07%-570.4pp | 160.62%-139.9pp |
| Employer contribution / active EE | $2,239 | $2,314-3.3% | $3,022-25.9% | $2,670-16.1% |
| Participant deferral / active EE | $5,470 | $3,318+64.9% | $4,438+23.3% | $4,125+32.6% |
| Admin fee / account holder | $4,021 | $4,112-2.2% | $5,614-28.4% | $5,651-28.8% |