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 | $86,068 | $210,648-59.1% | $177,989-51.6% | $145,922-41.0% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 18.23% | 385.86%-367.6pp | 294.48%-276.3pp | 561.29%-543.1pp |
| Employer contribution / active EE | $1,324 | $4,565-71.0% | $3,949-66.5% | $4,660-71.6% |
| Participant deferral / active EE | $2,356 | $6,958-66.1% | $6,276-62.5% | $6,688-64.8% |
| Admin fee / account holder | $1,406 | $12,013-88.3% | $10,363-86.4% | $13,397-89.5% |