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 | $55,685 | $60,323-7.7% | $81,812-31.9% | $74,495-25.2% |
| Participation rate | 57.0% | 62.9%-5.8pp | 72.3%-15.3pp | 67.2%-10.2pp |
| Annual return | 12.60% | 16.90%-4.3pp | 773.79%-761.2pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $2,401 | $2,620-8.4% | $2,912-17.5% | $2,623-8.5% |
| Participant deferral / active EE | $5,464 | $3,387+61.3% | $4,319+26.5% | $4,346+25.7% |
| Admin fee / account holder | $23,801 | $1,486+1501.9% | $7,386+222.2% | $1,942+1125.8% |