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 | $39,661 | $126,574-68.7% | $106,213-62.7% | $145,922-72.8% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 11.24% | 224.79%-213.5pp | 116.14%-104.9pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,129 | $3,730-69.7% | $3,171-64.4% | $4,660-75.8% |
| Participant deferral / active EE | $1,970 | $5,724-65.6% | $5,016-60.7% | $6,688-70.5% |
| Admin fee / account holder | $76,358 | $17,304+341.3% | $11,033+592.1% | $13,397+470.0% |