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 | $51,604 | $126,574-59.2% | $106,213-51.4% | $145,922-64.6% |
| Participation rate | 41.7% | 77.6%-36.0pp | 75.3%-33.6pp | 80.3%-38.6pp |
| Annual return | 9.15% | 224.79%-215.6pp | 116.14%-107.0pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,743 | $3,730-53.3% | $3,171-45.0% | $4,660-62.6% |
| Participant deferral / active EE | $4,271 | $5,724-25.4% | $5,016-14.9% | $6,688-36.1% |
| Admin fee / account holder | $5,316 | $17,304-69.3% | $11,033-51.8% | $13,397-60.3% |