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 | $66,655 | $102,317-34.9% | $146,958-54.6% | $80,856-17.6% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.2%-19.7pp | 67.6%-5.1pp |
| Annual return | 43.67% | 134.76%-91.1pp | 418.34%-374.7pp | 35.59%+8.1pp |
| Employer contribution / active EE | $3,364 | $3,713-9.4% | $4,933-31.8% | $2,755+22.1% |
| Participant deferral / active EE | $7,099 | $6,644+6.9% | $8,070-12.0% | $4,296+65.3% |
| Admin fee / account holder | $4,605 | $7,941-42.0% | $12,998-64.6% | $6,918-33.4% |