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 | $41,033 | $157,256-73.9% | $141,162-70.9% | $152,861-73.2% |
| Participation rate | 46.2% | 84.8%-38.7pp | 82.5%-36.3pp | 82.4%-36.3pp |
| Annual return | 22.17% | 64.32%-42.2pp | 71.39%-49.2pp | 345.32%-323.2pp |
| Employer contribution / active EE | $3,437 | $5,261-34.7% | $4,735-27.4% | $4,762-27.8% |
| Participant deferral / active EE | $5,398 | $7,109-24.1% | $6,709-19.5% | $5,850-7.7% |
| Admin fee / account holder | $490 | $12,120-96.0% | $10,261-95.2% | $11,596-95.8% |