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 3-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 | $57,161 | $202,432-71.8% | $169,368-66.3% | $139,434-59.0% |
| Participation rate | 42.9% | 81.1%-38.2pp | 77.1%-34.3pp | 80.3%-37.5pp |
| Annual return | 30.10% | 531.74%-501.6pp | 405.60%-375.5pp | 372.94%-342.8pp |
| Employer contribution / active EE | $1,316 | $4,692-72.0% | $4,013-67.2% | $4,751-72.3% |
| Participant deferral / active EE | $8,995 | $6,938+29.7% | $6,221+44.6% | $6,710+34.1% |
| Admin fee / account holder | $467 | $10,708-95.6% | $9,003-94.8% | $11,403-95.9% |