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 | $219,770 | $30,400+622.9% | $53,898+307.8% | $84,808+159.1% |
| Participation rate | 2.4% | 46.4%-44.0pp | 55.0%-52.5pp | 68.3%-65.9pp |
| Annual return | 22.21% | 500.19%-478.0pp | 528.60%-506.4pp | 40.90%-18.7pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $684 | $1,199-42.9% | $1,826-62.5% | $4,212-83.8% |
| Admin fee / account holder | $770 | $1,993-61.4% | $2,491-69.1% | $7,344-89.5% |