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 | $28,643 | $72,400-60.4% | $67,502-57.6% | $145,922-80.4% |
| Participation rate | 52.2% | 76.9%-24.7pp | 72.9%-20.7pp | 80.3%-28.1pp |
| Annual return | 10.95% | 7182.46%-7171.5pp | 3512.12%-3501.2pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,769 | $3,069-42.4% | $2,731-35.2% | $4,660-62.0% |
| Participant deferral / active EE | $2,311 | $4,783-51.7% | $4,000-42.2% | $6,688-65.4% |
| Admin fee / account holder | $1,930 | $5,539-65.2% | $3,998-51.7% | $13,397-85.6% |