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 10-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 | $60,342 | $90,348-33.2% | $75,972-20.6% | $145,922-58.6% |
| Participation rate | 61.1% | 74.5%-13.3pp | 69.1%-7.9pp | 80.3%-19.2pp |
| Annual return | 13.02% | 620.88%-607.9pp | 359.55%-346.5pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,190 | $3,311-33.9% | $2,685-18.4% | $4,660-53.0% |
| Participant deferral / active EE | $2,487 | $5,162-51.8% | $4,255-41.6% | $6,688-62.8% |
| Admin fee / account holder | $27,644 | $8,467+226.5% | $6,467+327.5% | $13,397+106.3% |