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 | $76,253 | $152,587-50.0% | $125,175-39.1% | $152,861-50.1% |
| Participation rate | 20.0% | 83.3%-63.3pp | 79.8%-59.8pp | 82.4%-62.4pp |
| Annual return | 31.06% | 54.84%-23.8pp | 43.79%-12.7pp | 345.32%-314.3pp |
| Employer contribution / active EE | $1,200 | $4,946-75.7% | $3,865-69.0% | $4,762-74.8% |
| Participant deferral / active EE | $3,600 | $5,868-38.6% | $4,937-27.1% | $5,850-38.5% |
| Admin fee / account holder | $469 | $13,434-96.5% | $9,702-95.2% | $11,596-96.0% |