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 | $70,885 | $210,648-66.3% | $177,989-60.2% | $145,922-51.4% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 14.41% | 385.86%-371.5pp | 294.48%-280.1pp | 561.29%-546.9pp |
| Employer contribution / active EE | $4,684 | $4,565+2.6% | $3,949+18.6% | $4,660+0.5% |
| Participant deferral / active EE | $6,252 | $6,958-10.1% | $6,276-0.4% | $6,688-6.5% |
| Admin fee / account holder | $38,779 | $12,013+222.8% | $10,363+274.2% | $13,397+189.5% |