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 | $43,212 | $105,181-58.9% | $159,436-72.9% | $85,850-49.7% |
| Participation rate | 43.8% | 75.8%-32.0pp | 82.8%-39.1pp | 69.3%-25.6pp |
| Annual return | 38.05% | 45.07%-7.0pp | 263.57%-225.5pp | 318.53%-280.5pp |
| Employer contribution / active EE | $3,687 | $3,318+11.1% | $4,829-23.7% | $2,565+43.7% |
| Participant deferral / active EE | $3,799 | $5,945-36.1% | $7,352-48.3% | $3,952-3.9% |
| Admin fee / account holder | $2,520 | $6,933-63.7% | $10,799-76.7% | $6,260-59.7% |