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 | $78,408 | $177,572-55.8% | $154,803-49.4% | $142,382-44.9% |
| Participation rate | 47.1% | 82.1%-35.0pp | 78.1%-31.0pp | 80.1%-33.1pp |
| Annual return | 385.26% | 65.07%+320.2pp | 58.88%+326.4pp | 217.08%+168.2pp |
| Employer contribution / active EE | $1,490 | $4,810-69.0% | $4,305-65.4% | $4,299-65.3% |
| Participant deferral / active EE | $2,591 | $6,272-58.7% | $5,540-53.2% | $6,507-60.2% |
| Admin fee / account holder | $850 | $16,786-94.9% | $14,329-94.1% | $12,624-93.3% |