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 8-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 | $98,529 | $137,414-28.3% | $189,513-48.0% | $85,850+14.8% |
| Participation rate | 55.6% | 84.6%-29.1pp | 87.8%-32.3pp | 69.3%-13.8pp |
| Annual return | 13.80% | 38.14%-24.3pp | 555.15%-541.3pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,577 | $4,344-63.7% | $6,162-74.4% | $2,565-38.5% |
| Participant deferral / active EE | $3,295 | $6,260-47.4% | $8,221-59.9% | $3,952-16.6% |
| Admin fee / account holder | $1,167 | $8,630-86.5% | $12,045-90.3% | $6,260-81.4% |