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 3-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 | $63,946 | $99,877-36.0% | $84,966-24.7% | $145,922-56.2% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-46.9pp |
| Annual return | 20.12% | 83.76%-63.6pp | 66.38%-46.3pp | 561.29%-541.2pp |
| Employer contribution / active EE | $709 | $3,231-78.1% | $2,727-74.0% | $4,660-84.8% |
| Participant deferral / active EE | $8,074 | $5,291+52.6% | $4,519+78.6% | $6,688+20.7% |
| Admin fee / account holder | $3,027 | $7,248-58.2% | $6,149-50.8% | $13,397-77.4% |