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 | $38,622 | $101,317-61.9% | $146,958-73.7% | $74,495-48.2% |
| Participation rate | 68.8% | 75.5%-6.7pp | 82.2%-13.3pp | 67.2%+1.6pp |
| Annual return | 23.67% | 8730.91%-8707.2pp | 418.34%-394.7pp | 1364.94%-1341.3pp |
| Employer contribution / active EE | $1,613 | $3,810-57.7% | $4,933-67.3% | $2,623-38.5% |
| Participant deferral / active EE | $9,347 | $7,303+28.0% | $8,070+15.8% | $4,346+115.1% |
| Admin fee / account holder | $769 | $1,739-55.8% | $12,998-94.1% | $1,942-60.4% |