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 9-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 | $55,282 | $183,963-69.9% | $162,163-65.9% | $152,861-63.8% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.4%-22.4pp |
| Annual return | 71.21% | 150.76%-79.5pp | 115.59%-44.4pp | 345.32%-274.1pp |
| Employer contribution / active EE | $4,043 | $6,371-36.5% | $5,614-28.0% | $4,762-15.1% |
| Participant deferral / active EE | $4,849 | $8,034-39.6% | $7,298-33.6% | $5,850-17.1% |
| Admin fee / account holder | $13,195 | $13,121+0.6% | $10,843+21.7% | $11,596+13.8% |