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 | $72,262 | $102,317-29.4% | $146,958-50.8% | $80,856-10.6% |
| Participation rate | 67.4% | 75.8%-8.4pp | 82.2%-14.7pp | 67.6%-0.2pp |
| Annual return | 16.55% | 134.76%-118.2pp | 418.34%-401.8pp | 35.59%-19.0pp |
| Employer contribution / active EE | $3,085 | $3,713-16.9% | $4,933-37.5% | $2,755+12.0% |
| Participant deferral / active EE | $5,736 | $6,644-13.7% | $8,070-28.9% | $4,296+33.5% |
| Admin fee / account holder | $1,371 | $7,941-82.7% | $12,998-89.4% | $6,918-80.2% |