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 7-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 | $38,649 | $114,047-66.1% | $96,139-59.8% | $167,490-76.9% |
| Participation rate | 33.3% | 75.1%-41.7pp | 68.4%-35.1pp | 82.1%-48.8pp |
| Annual return | 20.84% | 189.88%-169.0pp | 191.94%-171.1pp | 478.56%-457.7pp |
| Employer contribution / active EE | $668 | $3,427-80.5% | $2,797-76.1% | $4,837-86.2% |
| Participant deferral / active EE | $5,364 | $5,194+3.3% | $4,349+23.3% | $6,341-15.4% |
| Admin fee / account holder | $540 | $6,897-92.2% | $5,537-90.3% | $12,309-95.6% |