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 | $58,556 | $81,632-28.3% | $70,449-16.9% | $158,922-63.2% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | 13.96% | 208.40%-194.4pp | 109.03%-95.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $5,403 | $3,217+68.0% | $2,737+97.4% | $4,761+13.5% |
| Participant deferral / active EE | $9,633 | $4,554+111.5% | $3,709+159.8% | $5,982+61.0% |
| Admin fee / account holder | $321 | $6,193-94.8% | $3,845-91.6% | $11,246-97.1% |