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 | $19,740 | $74,888-73.6% | $71,209-72.3% | $142,382-86.1% |
| Participation rate | 53.3% | 76.2%-22.9pp | 73.8%-20.4pp | 80.1%-26.8pp |
| Annual return | 18.53% | 345.14%-326.6pp | 282.51%-264.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $870 | $2,854-69.5% | $2,721-68.0% | $4,299-79.8% |
| Participant deferral / active EE | $2,405 | $4,454-46.0% | $4,175-42.4% | $6,507-63.0% |
| Admin fee / account holder | $4,060 | $5,568-27.1% | $5,349-24.1% | $12,624-67.8% |