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 8-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 | $61,981 | $176,662-64.9% | $130,648-52.6% | $152,861-59.5% |
| Participation rate | 40.0% | 79.0%-39.0pp | 71.7%-31.7pp | 82.4%-42.4pp |
| Annual return | 18.90% | 2692.24%-2673.3pp | 1708.96%-1690.1pp | 345.32%-326.4pp |
| Employer contribution / active EE | $96 | $5,742-98.3% | $4,092-97.7% | $4,762-98.0% |
| Participant deferral / active EE | $646 | $4,361-85.2% | $3,603-82.1% | $5,850-89.0% |
| Admin fee / account holder | $6,535 | $7,133-8.4% | $5,464+19.6% | $11,596-43.7% |