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 | $72,039 | $210,648-65.8% | $177,989-59.5% | $145,922-50.6% |
| Participation rate | 33.3% | 80.8%-47.4pp | 77.1%-43.8pp | 80.3%-46.9pp |
| Annual return | 13.41% | 385.86%-372.4pp | 294.48%-281.1pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,033 | $4,565-77.4% | $3,949-73.8% | $4,660-77.8% |
| Participant deferral / active EE | $7,667 | $6,958+10.2% | $6,276+22.2% | $6,688+14.6% |
| Admin fee / account holder | $1,957 | $12,013-83.7% | $10,363-81.1% | $13,397-85.4% |