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 | $109,444 | $169,032-35.3% | $129,207-15.3% | $145,922-25.0% |
| Participation rate | 26.7% | 76.4%-49.8pp | 69.6%-42.9pp | 80.3%-53.6pp |
| Annual return | 18.34% | 14330.11%-14311.8pp | 9417.33%-9399.0pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,092 | $5,537-80.3% | $4,153-73.7% | $4,660-76.6% |
| Participant deferral / active EE | $3,412 | $4,987-31.6% | $4,168-18.1% | $6,688-49.0% |
| Admin fee / account holder | $3,848 | $9,954-61.3% | $7,715-50.1% | $13,397-71.3% |