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 | $67,618 | $150,187-55.0% | $120,354-43.8% | $145,922-53.7% |
| Participation rate | 30.0% | 78.8%-48.8pp | 71.9%-41.9pp | 80.3%-50.3pp |
| Annual return | 14.14% | 154.07%-139.9pp | 107.15%-93.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,146 | $4,348-73.6% | $3,463-66.9% | $4,660-75.4% |
| Participant deferral / active EE | $5,523 | $6,173-10.5% | $4,991+10.6% | $6,688-17.4% |
| Admin fee / account holder | $300 | $12,207-97.5% | $9,423-96.8% | $13,397-97.8% |