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 | $89,087 | $175,202-49.2% | $149,673-40.5% | $139,434-36.1% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 37.86% | 166.71%-128.8pp | 134.42%-96.6pp | 372.94%-335.1pp |
| Employer contribution / active EE | $8,710 | $5,474+59.1% | $4,818+80.8% | $4,751+83.3% |
| Participant deferral / active EE | $11,173 | $6,519+71.4% | $5,680+96.7% | $6,710+66.5% |
| Admin fee / account holder | $679 | $16,150-95.8% | $13,210-94.9% | $11,403-94.0% |