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 9-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 | $69,462 | $107,934-35.6% | $91,989-24.5% | $152,861-54.6% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.4%-15.8pp |
| Annual return | 21.05% | 89.24%-68.2pp | 69.02%-48.0pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,739 | $4,210-58.7% | $3,452-49.6% | $4,762-63.5% |
| Participant deferral / active EE | $12,667 | $6,364+99.0% | $5,923+113.9% | $5,850+116.5% |
| Admin fee / account holder | $351 | $10,520-96.7% | $7,743-95.5% | $11,596-97.0% |