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 5-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 | $85,271 | $24,730+244.8% | $66,042+29.1% | $84,808+0.5% |
| Participation rate | 50.0% | 68.1%-18.1pp | 67.5%-17.5pp | 68.3%-18.3pp |
| Annual return | 20.92% | 79.55%-58.6pp | 52.11%-31.2pp | 40.90%-20.0pp |
| Employer contribution / active EE | $2,333 | $857+172.4% | $1,579+47.7% | $2,631-11.3% |
| Participant deferral / active EE | $6,420 | $1,737+269.6% | $2,835+126.4% | $4,212+52.4% |
| Admin fee / account holder | $633 | $3,014-79.0% | $5,747-89.0% | $7,344-91.4% |