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 7-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 | $66,596 | $76,738-13.2% | $56,411+18.1% | $145,922-54.4% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 19.15% | 2994.23%-2975.1pp | 1701.33%-1682.2pp | 561.29%-542.1pp |
| Employer contribution / active EE | $1,315 | $1,380-4.7% | $1,039+26.6% | $4,660-71.8% |
| Participant deferral / active EE | $3,811 | $2,623+45.3% | $1,952+95.3% | $6,688-43.0% |
| Admin fee / account holder | $552 | $3,334-83.4% | $2,829-80.5% | $13,397-95.9% |