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 | $47,089 | $210,648-77.6% | $177,989-73.5% | $145,922-67.7% |
| Participation rate | 53.8% | 80.8%-26.9pp | 77.1%-23.2pp | 80.3%-26.4pp |
| Annual return | 17.32% | 385.86%-368.5pp | 294.48%-277.2pp | 561.29%-544.0pp |
| Employer contribution / active EE | $749 | $4,565-83.6% | $3,949-81.0% | $4,660-83.9% |
| Participant deferral / active EE | $1,592 | $6,958-77.1% | $6,276-74.6% | $6,688-76.2% |
| Admin fee / account holder | $48,377 | $12,013+302.7% | $10,363+366.8% | $13,397+261.1% |