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 6-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 | $56,470 | $96,305-41.4% | $80,569-29.9% | $139,434-59.5% |
| Participation rate | 63.6% | 73.6%-10.0pp | 67.0%-3.4pp | 80.3%-16.7pp |
| Annual return | 17.57% | 1350.08%-1332.5pp | 935.43%-917.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,621 | $3,262-19.7% | $2,723-3.8% | $4,751-44.8% |
| Participant deferral / active EE | $7,090 | $5,232+35.5% | $4,447+59.4% | $6,710+5.7% |
| Admin fee / account holder | $853 | $6,599-87.1% | $5,377-84.1% | $11,403-92.5% |