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 | $78,331 | $111,724-29.9% | $93,606-16.3% | $145,922-46.3% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 16.10% | 202.98%-186.9pp | 133.20%-117.1pp | 561.29%-545.2pp |
| Employer contribution / active EE | $3,767 | $3,090+21.9% | $2,420+55.7% | $4,660-19.2% |
| Participant deferral / active EE | $11,017 | $4,912+124.3% | $4,411+149.7% | $6,688+64.7% |
| Admin fee / account holder | $738 | $10,250-92.8% | $8,285-91.1% | $13,397-94.5% |