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 | $75,755 | $73,360+3.3% | $177,989-57.4% | $74,495+1.7% |
| Participation rate | 53.1% | 66.6%-13.5pp | 77.1%-24.0pp | 67.2%-14.1pp |
| Annual return | 13.88% | 17.49%-3.6pp | 294.48%-280.6pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,621 | $2,216-26.9% | $3,949-58.9% | $2,623-38.2% |
| Participant deferral / active EE | $3,505 | $4,513-22.3% | $6,276-44.1% | $4,346-19.3% |
| Admin fee / account holder | $6,029 | $1,808+233.5% | $10,363-41.8% | $1,942+210.5% |