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 9-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 | $71,842 | $100,041-28.2% | $149,718-52.0% | $70,131+2.4% |
| Participation rate | 66.0% | 83.6%-17.6pp | 87.1%-21.1pp | 69.5%-3.6pp |
| Annual return | 13.11% | 27.43%-14.3pp | 1501.63%-1488.5pp | 73.14%-60.0pp |
| Employer contribution / active EE | $2,558 | $3,662-30.2% | $5,445-53.0% | $2,342+9.2% |
| Participant deferral / active EE | $5,810 | $4,983+16.6% | $6,569-11.5% | $3,332+74.4% |
| Admin fee / account holder | $26,768 | $8,286+223.0% | $11,283+137.2% | $4,645+476.2% |