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 | $62,252 | $165,335-62.3% | $149,696-58.4% | $158,922-60.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 38.32% | 348.15%-309.8pp | 276.60%-238.3pp | 302.83%-264.5pp |
| Employer contribution / active EE | $1,936 | $5,103-62.1% | $4,644-58.3% | $4,761-59.3% |
| Participant deferral / active EE | $9,304 | $7,181+29.6% | $6,842+36.0% | $5,982+55.5% |
| Admin fee / account holder | $308 | $10,807-97.2% | $9,309-96.7% | $11,246-97.3% |