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 | $49,249 | $226,064-78.2% | $182,532-73.0% | $152,861-67.8% |
| Participation rate | 13.3% | 82.5%-69.1pp | 78.0%-64.6pp | 82.4%-69.1pp |
| Annual return | 31.58% | 192.51%-160.9pp | 148.54%-117.0pp | 345.32%-313.7pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,609 | $6,368-74.7% | $5,524-70.9% | $5,850-72.5% |
| Admin fee / account holder | $1,249 | $10,703-88.3% | $8,592-85.5% | $11,596-89.2% |