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 | $63,491 | $209,411-69.7% | $178,490-64.4% | $158,922-60.0% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 13.73% | 188.75%-175.0pp | 151.07%-137.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,191 | $5,706-61.6% | $5,011-56.3% | $4,761-54.0% |
| Participant deferral / active EE | $7,449 | $5,954+25.1% | $5,202+43.2% | $5,982+24.5% |
| Admin fee / account holder | $569 | $17,074-96.7% | $13,984-95.9% | $11,246-94.9% |