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 | $41,775 | $105,181-60.3% | $159,436-73.8% | $85,850-51.3% |
| Participation rate | 67.6% | 75.8%-8.1pp | 82.8%-15.2pp | 69.3%-1.7pp |
| Annual return | 45.94% | 45.07%+0.9pp | 263.57%-217.6pp | 318.53%-272.6pp |
| Employer contribution / active EE | $2,692 | $3,318-18.9% | $4,829-44.3% | $2,565+4.9% |
| Participant deferral / active EE | $6,686 | $5,945+12.5% | $7,352-9.1% | $3,952+69.2% |
| Admin fee / account holder | $1,752 | $6,933-74.7% | $10,799-83.8% | $6,260-72.0% |