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 | $54,318 | $109,982-50.6% | $97,226-44.1% | $145,922-62.8% |
| Participation rate | 64.3% | 75.9%-11.7pp | 72.7%-8.4pp | 80.3%-16.0pp |
| Annual return | 12.77% | 242.90%-230.1pp | 75.13%-62.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $720 | $3,084-76.6% | $2,729-73.6% | $4,660-84.5% |
| Participant deferral / active EE | $1,815 | $4,676-61.2% | $4,264-57.4% | $6,688-72.9% |
| Admin fee / account holder | $9,873 | $6,221+58.7% | $5,654+74.6% | $13,397-26.3% |