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 | $79,113 | $100,852-21.6% | $90,404-12.5% | $158,922-50.2% |
| Participation rate | 54.2% | 75.0%-20.9pp | 72.7%-18.5pp | 82.0%-27.8pp |
| Annual return | 17.41% | 1724.20%-1706.8pp | 1293.02%-1275.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,127 | $3,689-69.5% | $3,262-65.5% | $4,761-76.3% |
| Participant deferral / active EE | $3,227 | $4,348-25.8% | $3,963-18.6% | $5,982-46.1% |
| Admin fee / account holder | $582 | $6,501-91.1% | $5,611-89.6% | $11,246-94.8% |