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 7-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 | $45,392 | $100,852-55.0% | $90,404-49.8% | $158,922-71.4% |
| Participation rate | 38.1% | 75.0%-36.9pp | 72.7%-34.6pp | 82.0%-43.9pp |
| Annual return | 11.29% | 1724.20%-1712.9pp | 1293.02%-1281.7pp | 302.83%-291.5pp |
| Employer contribution / active EE | $1,442 | $3,689-60.9% | $3,262-55.8% | $4,761-69.7% |
| Participant deferral / active EE | $1,565 | $4,348-64.0% | $3,963-60.5% | $5,982-73.8% |
| Admin fee / account holder | $12,190 | $6,501+87.5% | $5,611+117.3% | $11,246+8.4% |