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 | $112,750 | $197,591-42.9% | $177,821-36.6% | $158,922-29.1% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 13.49% | 58.76%-45.3pp | 48.32%-34.8pp | 302.83%-289.3pp |
| Employer contribution / active EE | $9,750 | $6,697+45.6% | $5,918+64.7% | $4,761+104.8% |
| Participant deferral / active EE | $9,750 | $8,405+16.0% | $7,714+26.4% | $5,982+63.0% |
| Admin fee / account holder | $473 | $15,399-96.9% | $12,427-96.2% | $11,246-95.8% |