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 7-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 | $65,772 | $99,877-34.1% | $84,966-22.6% | $145,922-54.9% |
| Participation rate | 16.7% | 74.1%-57.4pp | 67.5%-50.8pp | 80.3%-63.6pp |
| Annual return | 8.66% | 83.76%-75.1pp | 66.38%-57.7pp | 561.29%-552.6pp |
| Employer contribution / active EE | $3,080 | $3,231-4.7% | $2,727+12.9% | $4,660-33.9% |
| Participant deferral / active EE | $6,350 | $5,291+20.0% | $4,519+40.5% | $6,688-5.0% |
| Admin fee / account holder | $14,006 | $7,248+93.3% | $6,149+127.8% | $13,397+4.5% |