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 4-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 | $63,770 | $202,432-68.5% | $169,368-62.3% | $139,434-54.3% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 20.33% | 531.74%-511.4pp | 405.60%-385.3pp | 372.94%-352.6pp |
| Employer contribution / active EE | $2,873 | $4,692-38.8% | $4,013-28.4% | $4,751-39.5% |
| Participant deferral / active EE | $8,000 | $6,938+15.3% | $6,221+28.6% | $6,710+19.2% |
| Admin fee / account holder | $1,155 | $10,708-89.2% | $9,003-87.2% | $11,403-89.9% |