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 | $59,657 | $175,202-65.9% | $149,673-60.1% | $139,434-57.2% |
| Participation rate | 56.3% | 83.4%-27.1pp | 78.8%-22.5pp | 80.3%-24.1pp |
| Annual return | 19.95% | 166.71%-146.8pp | 134.42%-114.5pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,381 | $5,474-74.8% | $4,818-71.3% | $4,751-70.9% |
| Participant deferral / active EE | $4,416 | $6,519-32.3% | $5,680-22.3% | $6,710-34.2% |
| Admin fee / account holder | $374 | $16,150-97.7% | $13,210-97.2% | $11,403-96.7% |