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 7-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 | $61,515 | $102,966-40.3% | $90,281-31.9% | $152,861-59.8% |
| Participation rate | 28.6% | 75.9%-47.3pp | 73.3%-44.7pp | 82.4%-53.9pp |
| Annual return | 36.08% | 95.16%-59.1pp | 78.10%-42.0pp | 345.32%-309.2pp |
| Employer contribution / active EE | $398 | $3,139-87.3% | $2,854-86.0% | $4,762-91.6% |
| Participant deferral / active EE | $1,961 | $4,281-54.2% | $3,885-49.5% | $5,850-66.5% |
| Admin fee / account holder | $9,935 | $6,171+61.0% | $5,351+85.7% | $11,596-14.3% |