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 | $45,557 | $210,648-78.4% | $177,989-74.4% | $145,922-68.8% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 13.52% | 385.86%-372.3pp | 294.48%-281.0pp | 561.29%-547.8pp |
| Employer contribution / active EE | $5,617 | $4,565+23.1% | $3,949+42.2% | $4,660+20.5% |
| Participant deferral / active EE | $5,617 | $6,958-19.3% | $6,276-10.5% | $6,688-16.0% |
| Admin fee / account holder | $313 | $12,013-97.4% | $10,363-97.0% | $13,397-97.7% |