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 | $65,357 | $96,305-32.1% | $80,569-18.9% | $139,434-53.1% |
| Participation rate | 54.5% | 73.6%-19.1pp | 67.0%-12.5pp | 80.3%-25.8pp |
| Annual return | 20.20% | 1350.08%-1329.9pp | 935.43%-915.2pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,528 | $3,262-53.1% | $2,723-43.9% | $4,751-67.8% |
| Participant deferral / active EE | $5,639 | $5,232+7.8% | $4,447+26.8% | $6,710-16.0% |
| Admin fee / account holder | $2,495 | $6,599-62.2% | $5,377-53.6% | $11,403-78.1% |