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 | $78,432 | $96,305-18.6% | $80,569-2.7% | $139,434-43.7% |
| Participation rate | 68.8% | 73.6%-4.9pp | 67.0%+1.8pp | 80.3%-11.6pp |
| Annual return | 13.26% | 1350.08%-1336.8pp | 935.43%-922.2pp | 372.94%-359.7pp |
| Employer contribution / active EE | $2,539 | $3,262-22.2% | $2,723-6.8% | $4,751-46.6% |
| Participant deferral / active EE | $2,397 | $5,232-54.2% | $4,447-46.1% | $6,710-64.3% |
| Admin fee / account holder | $3,239 | $6,599-50.9% | $5,377-39.8% | $11,403-71.6% |