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 8-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 | $34,246 | $209,832-83.7% | $189,513-81.9% | $167,490-79.6% |
| Participation rate | 60.0% | 88.7%-28.7pp | 87.8%-27.8pp | 82.1%-22.1pp |
| Annual return | 16.37% | 748.27%-731.9pp | 555.15%-538.8pp | 478.56%-462.2pp |
| Employer contribution / active EE | $3,144 | $6,914-54.5% | $6,162-49.0% | $4,837-35.0% |
| Participant deferral / active EE | $9,619 | $8,935+7.7% | $8,221+17.0% | $6,341+51.7% |
| Admin fee / account holder | $486 | $14,293-96.6% | $12,045-96.0% | $12,309-96.0% |