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 3-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 | $58,810 | $210,648-72.1% | $177,989-67.0% | $145,922-59.7% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 12.13% | 385.86%-373.7pp | 294.48%-282.4pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,333 | $4,565-70.8% | $3,949-66.2% | $4,660-71.4% |
| Participant deferral / active EE | $8,333 | $6,958+19.8% | $6,276+32.8% | $6,688+24.6% |
| Admin fee / account holder | $4,159 | $12,013-65.4% | $10,363-59.9% | $13,397-69.0% |