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 | $92,248 | $156,846-41.2% | $121,098-23.8% | $139,434-33.8% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.5%-2.8pp | 80.3%-13.7pp |
| Annual return | 26.79% | 1474.56%-1447.8pp | 985.75%-959.0pp | 372.94%-346.2pp |
| Employer contribution / active EE | $2,079 | $5,536-62.4% | $4,164-50.1% | $4,751-56.2% |
| Participant deferral / active EE | $15,000 | $4,844+209.6% | $4,080+267.7% | $6,710+123.5% |
| Admin fee / account holder | $881 | $6,946-87.3% | $5,644-84.4% | $11,403-92.3% |