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 | $48,309 | $155,788-69.0% | $124,672-61.3% | $167,490-71.2% |
| Participation rate | 57.1% | 81.1%-24.0pp | 74.6%-17.5pp | 82.1%-25.0pp |
| Annual return | 19.87% | 17.97%+1.9pp | 5142.93%-5123.1pp | 478.56%-458.7pp |
| Employer contribution / active EE | $1,402 | $4,163-66.3% | $3,324-57.8% | $4,837-71.0% |
| Participant deferral / active EE | $3,766 | $5,673-33.6% | $4,614-18.4% | $6,341-40.6% |
| Admin fee / account holder | $2,942 | $9,531-69.1% | $7,493-60.7% | $12,309-76.1% |