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 | $47,660 | $96,635-50.7% | $86,612-45.0% | $139,434-65.8% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 21.71% | 106.41%-84.7pp | 591.07%-569.4pp | 372.94%-351.2pp |
| Employer contribution / active EE | $2,183 | $3,263-33.1% | $3,022-27.8% | $4,751-54.0% |
| Participant deferral / active EE | $7,550 | $4,836+56.1% | $4,438+70.1% | $6,710+12.5% |
| Admin fee / account holder | $1,560 | $6,408-75.7% | $5,614-72.2% | $11,403-86.3% |