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 4-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 | $56,055 | $56,0530% | $75,972-26.2% | $80,856-30.7% |
| Participation rate | 66.7% | 62.0%+4.6pp | 69.1%-2.4pp | 67.6%-1.0pp |
| Annual return | 15.65% | 20.53%-4.9pp | 359.55%-343.9pp | 35.59%-19.9pp |
| Employer contribution / active EE | $3,716 | $1,874+98.3% | $2,685+38.4% | $2,755+34.9% |
| Participant deferral / active EE | $13,613 | $3,052+346.1% | $4,255+219.9% | $4,296+216.9% |
| Admin fee / account holder | $17,888 | $5,234+241.8% | $6,467+176.6% | $6,918+158.6% |