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 | $63,233 | $169,032-62.6% | $129,207-51.1% | $145,922-56.7% |
| Participation rate | 62.5% | 76.4%-13.9pp | 69.6%-7.1pp | 80.3%-17.8pp |
| Annual return | 14.52% | 14330.11%-14315.6pp | 9417.33%-9402.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,747 | $5,537-68.4% | $4,153-57.9% | $4,660-62.5% |
| Participant deferral / active EE | $7,064 | $4,987+41.6% | $4,168+69.5% | $6,688+5.6% |
| Admin fee / account holder | $678 | $9,954-93.2% | $7,715-91.2% | $13,397-94.9% |