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 | $35,948 | $100,852-64.4% | $90,404-60.2% | $158,922-77.4% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.7%-10.2pp | 82.0%-19.5pp |
| Annual return | 8.17% | 1724.20%-1716.0pp | 1293.02%-1284.8pp | 302.83%-294.7pp |
| Employer contribution / active EE | $3,501 | $3,689-5.1% | $3,262+7.3% | $4,761-26.5% |
| Participant deferral / active EE | $1,006 | $4,348-76.9% | $3,963-74.6% | $5,982-83.2% |
| Admin fee / account holder | $1,614 | $6,501-75.2% | $5,611-71.2% | $11,246-85.6% |