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 | $65,095 | $99,877-34.8% | $84,966-23.4% | $145,922-55.4% |
| Participation rate | 68.4% | 74.1%-5.7pp | 67.5%+0.9pp | 80.3%-11.9pp |
| Annual return | 9.36% | 83.76%-74.4pp | 66.38%-57.0pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,750 | $3,231-45.8% | $2,727-35.8% | $4,660-62.4% |
| Participant deferral / active EE | $2,380 | $5,291-55.0% | $4,519-47.3% | $6,688-64.4% |
| Admin fee / account holder | $2,335 | $7,248-67.8% | $6,149-62.0% | $13,397-82.6% |