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 | $37,562 | $88,751-57.7% | $81,812-54.1% | $145,922-74.3% |
| Participation rate | 68.8% | 75.0%-6.3pp | 72.3%-3.6pp | 80.3%-11.5pp |
| Annual return | 16.96% | 1025.40%-1008.4pp | 773.79%-756.8pp | 561.29%-544.3pp |
| Employer contribution / active EE | $3,600 | $3,083+16.8% | $2,912+23.6% | $4,660-22.7% |
| Participant deferral / active EE | $9,062 | $4,643+95.2% | $4,319+109.8% | $6,688+35.5% |
| Admin fee / account holder | $4,216 | $8,415-49.9% | $7,386-42.9% | $13,397-68.5% |