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 6-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 | $67,794 | $202,318-66.5% | $172,739-60.8% | $152,861-55.6% |
| Participation rate | 64.3% | 87.1%-22.8pp | 82.6%-18.4pp | 82.4%-18.2pp |
| Annual return | 24.76% | 1029.65%-1004.9pp | 802.84%-778.1pp | 345.32%-320.6pp |
| Employer contribution / active EE | $7,655 | $5,856+30.7% | $5,143+48.8% | $4,762+60.7% |
| Participant deferral / active EE | $4,771 | $5,948-19.8% | $5,198-8.2% | $5,850-18.5% |
| Admin fee / account holder | $409 | $17,109-97.6% | $13,954-97.1% | $11,596-96.5% |