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 4-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 | $65,954 | $90,348-27.0% | $75,972-13.2% | $145,922-54.8% |
| Participation rate | 58.3% | 74.5%-16.1pp | 69.1%-10.7pp | 80.3%-21.9pp |
| Annual return | 10.32% | 620.88%-610.6pp | 359.55%-349.2pp | 561.29%-551.0pp |
| Employer contribution / active EE | $601 | $3,311-81.9% | $2,685-77.6% | $4,660-87.1% |
| Participant deferral / active EE | $1,451 | $5,162-71.9% | $4,255-65.9% | $6,688-78.3% |
| Admin fee / account holder | $8,154 | $8,467-3.7% | $6,467+26.1% | $13,397-39.1% |