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 9-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 | $70,602 | $217,402-67.5% | $185,823-62.0% | $167,490-57.8% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 11.91% | 148.36%-136.4pp | 122.05%-110.1pp | 478.56%-466.6pp |
| Employer contribution / active EE | $2,449 | $5,873-58.3% | $5,167-52.6% | $4,837-49.4% |
| Participant deferral / active EE | $5,792 | $6,356-8.9% | $5,568+4.0% | $6,341-8.7% |
| Admin fee / account holder | $3,068 | $19,811-84.5% | $16,237-81.1% | $12,309-75.1% |