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 6-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 | $54,305 | $126,574-57.1% | $106,213-48.9% | $145,922-62.8% |
| Participation rate | 65.2% | 77.6%-12.4pp | 75.3%-10.1pp | 80.3%-15.1pp |
| Annual return | 14.98% | 224.79%-209.8pp | 116.14%-101.2pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,934 | $3,730-21.4% | $3,171-7.5% | $4,660-37.0% |
| Participant deferral / active EE | $4,835 | $5,724-15.5% | $5,016-3.6% | $6,688-27.7% |
| Admin fee / account holder | $1,397 | $17,304-91.9% | $11,033-87.3% | $13,397-89.6% |