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 | $85,171 | $118,849-28.3% | $96,562-11.8% | $167,490-49.1% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.1pp | 82.1%-15.4pp |
| Annual return | 10.27% | 50.49%-40.2pp | 37.78%-27.5pp | 478.56%-468.3pp |
| Employer contribution / active EE | $1,780 | $3,120-42.9% | $2,356-24.4% | $4,837-63.2% |
| Participant deferral / active EE | $9,583 | $4,616+107.6% | $3,849+149.0% | $6,341+51.1% |
| Admin fee / account holder | $669 | $8,065-91.7% | $6,181-89.2% | $12,309-94.6% |