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 | $53,574 | $88,751-39.6% | $81,812-34.5% | $145,922-63.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 10.97% | 1025.40%-1014.4pp | 773.79%-762.8pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,582 | $3,083+16.2% | $2,912+23.0% | $4,660-23.1% |
| Participant deferral / active EE | $8,344 | $4,643+79.7% | $4,319+93.2% | $6,688+24.8% |
| Admin fee / account holder | $2,012 | $8,415-76.1% | $7,386-72.8% | $13,397-85.0% |