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 | $100,501 | $142,405-29.4% | $115,157-12.7% | $152,861-34.3% |
| Participation rate | 66.7% | 82.4%-15.7pp | 75.9%-9.2pp | 82.4%-15.8pp |
| Annual return | 158.89% | 41.48%+117.4pp | 35.60%+123.3pp | 345.32%-186.4pp |
| Employer contribution / active EE | $3,580 | $4,010-10.7% | $3,179+12.6% | $4,762-24.8% |
| Participant deferral / active EE | $12,667 | $5,164+145.3% | $4,168+203.9% | $5,850+116.5% |
| Admin fee / account holder | $715 | $8,462-91.6% | $7,088-89.9% | $11,596-93.8% |