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 8-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 | $69,440 | $54,517+27.4% | $75,972-8.6% | $74,495-6.8% |
| Participation rate | 57.8% | 60.3%-2.5pp | 69.1%-11.2pp | 67.2%-9.4pp |
| Annual return | 19.39% | 31.82%-12.4pp | 359.55%-340.2pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $2,547 | $1,777+43.3% | $2,685-5.1% | $2,623-2.9% |
| Participant deferral / active EE | $5,555 | $3,066+81.2% | $4,255+30.5% | $4,346+27.8% |
| Admin fee / account holder | $2,035 | $2,229-8.7% | $6,467-68.5% | $1,942+4.8% |