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 | $45,038 | $155,788-71.1% | $124,672-63.9% | $167,490-73.1% |
| Participation rate | 63.2% | 81.1%-17.9pp | 74.6%-11.5pp | 82.1%-18.9pp |
| Annual return | 18.60% | 17.97%+0.6pp | 5142.93%-5124.3pp | 478.56%-460.0pp |
| Employer contribution / active EE | $819 | $4,163-80.3% | $3,324-75.3% | $4,837-83.1% |
| Participant deferral / active EE | $3,131 | $5,673-44.8% | $4,614-32.1% | $6,341-50.6% |
| Admin fee / account holder | $365 | $9,531-96.2% | $7,493-95.1% | $12,309-97.0% |