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 | $22,525 | $226,064-90.0% | $182,532-87.7% | $152,861-85.3% |
| Participation rate | 46.2% | 82.5%-36.3pp | 78.0%-31.8pp | 82.4%-36.3pp |
| Annual return | 25.57% | 192.51%-166.9pp | 148.54%-123.0pp | 345.32%-319.7pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,629 | $6,368-58.7% | $5,524-52.4% | $5,850-55.1% |
| Admin fee / account holder | $1,860 | $10,703-82.6% | $8,592-78.3% | $11,596-84.0% |