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 | $50,884 | $156,846-67.6% | $121,098-58.0% | $139,434-63.5% |
| Participation rate | 33.3% | 76.4%-43.1pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 9.02% | 1474.56%-1465.5pp | 985.75%-976.7pp | 372.94%-363.9pp |
| Employer contribution / active EE | $462 | $5,536-91.6% | $4,164-88.9% | $4,751-90.3% |
| Participant deferral / active EE | $502 | $4,844-89.6% | $4,080-87.7% | $6,710-92.5% |
| Admin fee / account holder | $5,237 | $6,946-24.6% | $5,644-7.2% | $11,403-54.1% |