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 | $72,287 | $48,570+48.8% | $130,648-44.7% | $72,985-1.0% |
| Participation rate | 60.0% | 58.6%+1.4pp | 71.7%-11.7pp | 69.5%-9.5pp |
| Annual return | 31.25% | 38.63%-7.4pp | 1708.96%-1677.7pp | 81.00%-49.8pp |
| Employer contribution / active EE | $1,666 | $1,334+24.9% | $4,092-59.3% | $2,440-31.7% |
| Participant deferral / active EE | $4,642 | $2,384+94.7% | $3,603+28.8% | $3,607+28.7% |
| Admin fee / account holder | $539 | $3,549-84.8% | $5,464-90.1% | $5,124-89.5% |