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 | $87,298 | $121,625-28.2% | $104,607-16.5% | $158,922-45.1% |
| Participation rate | 62.5% | 77.5%-15.0pp | 74.1%-11.6pp | 82.0%-19.5pp |
| Annual return | 18.15% | 465.26%-447.1pp | 340.46%-322.3pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,606 | $3,163-49.2% | $2,681-40.1% | $4,761-66.3% |
| Participant deferral / active EE | $5,047 | $4,177+20.8% | $3,740+34.9% | $5,982-15.6% |
| Admin fee / account holder | $955 | $7,787-87.7% | $6,473-85.3% | $11,246-91.5% |