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 | $90,726 | $90,348+0.4% | $75,972+19.4% | $145,922-37.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 9.64% | 620.88%-611.2pp | 359.55%-349.9pp | 561.29%-551.6pp |
| Employer contribution / active EE | $2,022 | $3,311-38.9% | $2,685-24.7% | $4,660-56.6% |
| Participant deferral / active EE | $2,077 | $5,162-59.8% | $4,255-51.2% | $6,688-68.9% |
| Admin fee / account holder | $1,009 | $8,467-88.1% | $6,467-84.4% | $13,397-92.5% |