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 | $33,130 | $202,318-83.6% | $172,739-80.8% | $152,861-78.3% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 33.08% | 1029.65%-996.6pp | 802.84%-769.8pp | 345.32%-312.2pp |
| Employer contribution / active EE | $6,295 | $5,856+7.5% | $5,143+22.4% | $4,762+32.2% |
| Participant deferral / active EE | $6,564 | $5,948+10.4% | $5,198+26.3% | $5,850+12.2% |
| Admin fee / account holder | $1,257 | $17,109-92.7% | $13,954-91.0% | $11,596-89.2% |