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 | $54,336 | $114,047-52.4% | $96,139-43.5% | $167,490-67.6% |
| Participation rate | 60.9% | 75.1%-14.2pp | 68.4%-7.6pp | 82.1%-21.2pp |
| Annual return | 15.54% | 189.88%-174.3pp | 191.94%-176.4pp | 478.56%-463.0pp |
| Employer contribution / active EE | $2,683 | $3,427-21.7% | $2,797-4.1% | $4,837-44.5% |
| Participant deferral / active EE | $5,118 | $5,194-1.5% | $4,349+17.7% | $6,341-19.3% |
| Admin fee / account holder | $1,543 | $6,897-77.6% | $5,537-72.1% | $12,309-87.5% |