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 | $87,934 | $114,047-22.9% | $96,139-8.5% | $167,490-47.5% |
| Participation rate | 27.3% | 75.1%-47.8pp | 68.4%-41.2pp | 82.1%-54.8pp |
| Annual return | 24.29% | 189.88%-165.6pp | 191.94%-167.7pp | 478.56%-454.3pp |
| Employer contribution / active EE | $1,099 | $3,427-67.9% | $2,797-60.7% | $4,837-77.3% |
| Participant deferral / active EE | $3,677 | $5,194-29.2% | $4,349-15.4% | $6,341-42.0% |
| Admin fee / account holder | $1,106 | $6,897-84.0% | $5,537-80.0% | $12,309-91.0% |