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 | $90,618 | $100,852-10.1% | $90,404+0.2% | $158,922-43.0% |
| Participation rate | 28.6% | 75.0%-46.4pp | 72.7%-44.1pp | 82.0%-53.4pp |
| Annual return | 7.28% | 1724.20%-1716.9pp | 1293.02%-1285.7pp | 302.83%-295.5pp |
| Employer contribution / active EE | $445 | $3,689-87.9% | $3,262-86.4% | $4,761-90.7% |
| Participant deferral / active EE | $6,272 | $4,348+44.3% | $3,963+58.3% | $5,982+4.9% |
| Admin fee / account holder | $1,170 | $6,501-82.0% | $5,611-79.1% | $11,246-89.6% |