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 | $19,543 | $99,020-80.3% | $86,590-77.4% | $147,584-86.8% |
| Participation rate | 35.0% | 76.3%-41.3pp | 73.5%-38.5pp | 82.8%-47.8pp |
| Annual return | 33.46% | 1312.34%-1278.9pp | 964.84%-931.4pp | 578.55%-545.1pp |
| Employer contribution / active EE | $2,277 | $3,132-27.3% | $2,839-19.8% | $4,876-53.3% |
| Participant deferral / active EE | $3,843 | $3,972-3.3% | $3,609+6.5% | $5,439-29.3% |
| Admin fee / account holder | $3,068 | $5,710-46.3% | $4,906-37.5% | $10,885-71.8% |