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 6-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 | $65,391 | $70,606-7.4% | $53,898+21.3% | $142,382-54.1% |
| Participation rate | 45.8% | 63.7%-17.9pp | 55.0%-9.1pp | 80.1%-34.3pp |
| Annual return | 20.08% | 619.81%-599.7pp | 528.60%-508.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,197 | $1,202-0.5% | $932+28.4% | $4,299-72.2% |
| Participant deferral / active EE | $3,127 | $2,364+32.3% | $1,826+71.2% | $6,507-51.9% |
| Admin fee / account holder | $2,161 | $2,852-24.2% | $2,491-13.3% | $12,624-82.9% |