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 | $32,411 | $109,327-70.4% | $89,391-63.7% | $158,922-79.6% |
| Participation rate | 53.3% | 74.3%-20.9pp | 68.0%-14.6pp | 82.0%-28.6pp |
| Annual return | 20.01% | 345.68%-325.7pp | 245.62%-225.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $1,158 | $3,170-63.5% | $2,586-55.2% | $4,761-75.7% |
| Participant deferral / active EE | $3,669 | $4,598-20.2% | $3,890-5.7% | $5,982-38.7% |
| Admin fee / account holder | $594 | $6,153-90.4% | $4,881-87.8% | $11,246-94.7% |