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 8-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 | $63,319 | $105,181-39.8% | $159,436-60.3% | $85,850-26.2% |
| Participation rate | 58.1% | 75.8%-17.6pp | 82.8%-24.7pp | 69.3%-11.2pp |
| Annual return | 25.77% | 45.07%-19.3pp | 263.57%-237.8pp | 318.53%-292.8pp |
| Employer contribution / active EE | $774 | $3,318-76.7% | $4,829-84.0% | $2,565-69.8% |
| Participant deferral / active EE | $3,879 | $5,945-34.8% | $7,352-47.2% | $3,952-1.8% |
| Admin fee / account holder | $1,398 | $6,933-79.8% | $10,799-87.1% | $6,260-77.7% |