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 6-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 | $67,580 | $159,901-57.7% | $146,958-54.0% | $145,922-53.7% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 32.87% | 98.13%-65.3pp | 418.34%-385.5pp | 561.29%-528.4pp |
| Employer contribution / active EE | $1,970 | $5,286-62.7% | $4,933-60.1% | $4,660-57.7% |
| Participant deferral / active EE | $6,765 | $8,428-19.7% | $8,070-16.2% | $6,688+1.2% |
| Admin fee / account holder | $539 | $15,044-96.4% | $12,998-95.9% | $13,397-96.0% |