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 | $43,101 | $109,327-60.6% | $89,391-51.8% | $158,922-72.9% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 17.74% | 345.68%-327.9pp | 245.62%-227.9pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,882 | $3,170-40.6% | $2,586-27.2% | $4,761-60.5% |
| Participant deferral / active EE | $2,658 | $4,598-42.2% | $3,890-31.7% | $5,982-55.6% |
| Admin fee / account holder | $53,275 | $6,153+765.8% | $4,881+991.4% | $11,246+373.7% |