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 | $73,276 | $138,044-46.9% | $125,339-41.5% | $134,475-45.5% |
| Participation rate | 63.2% | 84.5%-21.3pp | 82.4%-19.2pp | 81.2%-18.1pp |
| Annual return | -19.50% | 750.33%-769.8pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $6,618 | $5,243+26.2% | $4,814+37.5% | $4,740+39.6% |
| Participant deferral / active EE | $8,718 | $7,799+11.8% | $7,446+17.1% | $6,400+36.2% |
| Admin fee / account holder | $16,603 | $11,571+43.5% | $10,010+65.9% | $11,426+45.3% |