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 3-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 | $69,199 | $114,381-39.5% | $107,525-35.6% | $142,382-51.4% |
| Participation rate | 45.0% | 78.1%-33.1pp | 75.1%-30.1pp | 80.1%-35.1pp |
| Annual return | 82.62% | 242.71%-160.1pp | 181.32%-98.7pp | 217.08%-134.5pp |
| Employer contribution / active EE | $2,210 | $4,015-44.9% | $3,754-41.1% | $4,299-48.6% |
| Participant deferral / active EE | $7,332 | $5,564+31.8% | $5,116+43.3% | $6,507+12.7% |
| Admin fee / account holder | $2,664 | $9,860-73.0% | $8,919-70.1% | $12,624-78.9% |