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 | $76,671 | $112,096-31.6% | $95,952-20.1% | $158,922-51.8% |
| Participation rate | 33.3% | 79.0%-45.6pp | 77.1%-43.7pp | 82.0%-48.6pp |
| Annual return | 7.05% | 171.09%-164.0pp | 91.61%-84.6pp | 302.83%-295.8pp |
| Employer contribution / active EE | $3,644 | $3,198+14.0% | $2,541+43.4% | $4,761-23.5% |
| Participant deferral / active EE | $4,878 | $4,784+2.0% | $4,167+17.1% | $5,982-18.5% |
| Admin fee / account holder | $557 | $10,130-94.5% | $6,795-91.8% | $11,246-95.0% |