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 | $45,223 | $210,648-78.5% | $177,989-74.6% | $145,922-69.0% |
| Participation rate | 25.0% | 80.8%-55.8pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 15.23% | 385.86%-370.6pp | 294.48%-279.3pp | 561.29%-546.1pp |
| Employer contribution / active EE | $3,113 | $4,565-31.8% | $3,949-21.2% | $4,660-33.2% |
| Participant deferral / active EE | $9,453 | $6,958+35.9% | $6,276+50.6% | $6,688+41.3% |
| Admin fee / account holder | $111,575 | $12,013+828.8% | $10,363+976.6% | $13,397+732.8% |