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 | $36,195 | $159,901-77.4% | $146,958-75.4% | $145,922-75.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 20.84% | 98.13%-77.3pp | 418.34%-397.5pp | 561.29%-540.4pp |
| Employer contribution / active EE | $6,612 | $5,286+25.1% | $4,933+34.0% | $4,660+41.9% |
| Participant deferral / active EE | $11,407 | $8,428+35.3% | $8,070+41.4% | $6,688+70.6% |
| Admin fee / account holder | $3,695 | $15,044-75.4% | $12,998-71.6% | $13,397-72.4% |