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 | $62,215 | $110,502-43.7% | $80,716-22.9% | $167,490-62.9% |
| Participation rate | 66.7% | 64.0%+2.7pp | 54.2%+12.5pp | 82.1%-15.4pp |
| Annual return | 15.65% | 120.54%-104.9pp | 87.28%-71.6pp | 478.56%-462.9pp |
| Employer contribution / active EE | $3,783 | $1,543+145.2% | $1,160+226.1% | $4,837-21.8% |
| Participant deferral / active EE | $13,400 | $2,871+366.8% | $2,146+524.5% | $6,341+111.3% |
| Admin fee / account holder | $812 | $4,545-82.1% | $3,380-76.0% | $12,309-93.4% |