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 8-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 | $46,057 | $155,788-70.4% | $124,672-63.1% | $167,490-72.5% |
| Participation rate | 66.7% | 81.1%-14.4pp | 74.6%-7.9pp | 82.1%-15.4pp |
| Annual return | 12.24% | 17.97%-5.7pp | 5142.93%-5130.7pp | 478.56%-466.3pp |
| Employer contribution / active EE | $1,554 | $4,163-62.7% | $3,324-53.2% | $4,837-67.9% |
| Participant deferral / active EE | $4,523 | $5,673-20.3% | $4,614-2.0% | $6,341-28.7% |
| Admin fee / account holder | $866 | $9,531-90.9% | $7,493-88.4% | $12,309-93.0% |