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 6-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 | $61,284 | $165,335-62.9% | $149,696-59.1% | $158,922-61.4% |
| Participation rate | 56.5% | 84.6%-28.0pp | 82.5%-26.0pp | 82.0%-25.4pp |
| Annual return | 2919.07% | 348.15%+2570.9pp | 276.60%+2642.5pp | 302.83%+2616.2pp |
| Employer contribution / active EE | $2,910 | $5,103-43.0% | $4,644-37.3% | $4,761-38.9% |
| Participant deferral / active EE | $4,894 | $7,181-31.8% | $6,842-28.5% | $5,982-18.2% |
| Admin fee / account holder | $362 | $10,807-96.6% | $9,309-96.1% | $11,246-96.8% |