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 | $50,008 | $107,452-53.5% | $91,541-45.4% | $142,382-64.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 69.17% | 22.06%+47.1pp | 20.50%+48.7pp | 217.08%-147.9pp |
| Employer contribution / active EE | $2,631 | $2,994-12.1% | $2,505+5.1% | $4,299-38.8% |
| Participant deferral / active EE | $3,691 | $4,754-22.4% | $4,008-7.9% | $6,507-43.3% |
| Admin fee / account holder | $1,721 | $8,834-80.5% | $6,956-75.3% | $12,624-86.4% |