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 7-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 | $164,735 | $217,402-24.2% | $185,823-11.3% | $167,490-1.6% |
| Participation rate | 33.3% | 86.0%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 11.70% | 148.36%-136.7pp | 122.05%-110.3pp | 478.56%-466.9pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,167-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $8,000 | $6,356+25.9% | $5,568+43.7% | $6,341+26.2% |
| Admin fee / account holder | $1,358 | $19,811-93.1% | $16,237-91.6% | $12,309-89.0% |