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 | $36,147 | $202,318-82.1% | $172,739-79.1% | $152,861-76.4% |
| Participation rate | 68.8% | 87.1%-18.3pp | 82.6%-13.9pp | 82.4%-13.7pp |
| Annual return | 18.00% | 1029.65%-1011.6pp | 802.84%-784.8pp | 345.32%-327.3pp |
| Employer contribution / active EE | $1,442 | $5,856-75.4% | $5,143-72.0% | $4,762-69.7% |
| Participant deferral / active EE | $2,721 | $5,948-54.3% | $5,198-47.7% | $5,850-53.5% |
| Admin fee / account holder | $19,231 | $17,109+12.4% | $13,954+37.8% | $11,596+65.8% |