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 7-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 | $90,559 | $109,817-17.5% | $98,442-8.0% | $167,490-45.9% |
| Participation rate | 35.7% | 75.8%-40.1pp | 73.3%-37.6pp | 82.1%-46.4pp |
| Annual return | 9.23% | 1956.69%-1947.5pp | 1492.73%-1483.5pp | 478.56%-469.3pp |
| Employer contribution / active EE | $489 | $3,224-84.8% | $2,960-83.5% | $4,837-89.9% |
| Participant deferral / active EE | $1,757 | $4,673-62.4% | $4,276-58.9% | $6,341-72.3% |
| Admin fee / account holder | $1,114 | $6,753-83.5% | $5,949-81.3% | $12,309-90.9% |