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 | $58,947 | $100,852-41.6% | $90,404-34.8% | $158,922-62.9% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.7%-29.8pp | 82.0%-39.1pp |
| Annual return | 18.98% | 1724.20%-1705.2pp | 1293.02%-1274.0pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,952 | $3,689-47.1% | $3,262-40.2% | $4,761-59.0% |
| Participant deferral / active EE | $3,530 | $4,348-18.8% | $3,963-10.9% | $5,982-41.0% |
| Admin fee / account holder | $811 | $6,501-87.5% | $5,611-85.5% | $11,246-92.8% |