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 9-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 | $29,736 | $100,852-70.5% | $90,404-67.1% | $158,922-81.3% |
| Participation rate | 57.9% | 75.0%-17.1pp | 72.7%-14.8pp | 82.0%-24.1pp |
| Annual return | 13.63% | 1724.20%-1710.6pp | 1293.02%-1279.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,192 | $3,689-67.7% | $3,262-63.5% | $4,761-75.0% |
| Participant deferral / active EE | $3,236 | $4,348-25.6% | $3,963-18.4% | $5,982-45.9% |
| Admin fee / account holder | $407 | $6,501-93.7% | $5,611-92.7% | $11,246-96.4% |