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 | $74,464 | $114,381-34.9% | $107,525-30.7% | $142,382-47.7% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 70.76% | 242.71%-171.9pp | 181.32%-110.6pp | 217.08%-146.3pp |
| Employer contribution / active EE | $12,516 | $4,015+211.8% | $3,754+233.4% | $4,299+191.1% |
| Participant deferral / active EE | $2,727 | $5,564-51.0% | $5,116-46.7% | $6,507-58.1% |
| Admin fee / account holder | $862 | $9,860-91.3% | $8,919-90.3% | $12,624-93.2% |