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 6-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 | $53,834 | $72,400-25.6% | $67,502-20.2% | $145,922-63.1% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 30.59% | 7182.46%-7151.9pp | 3512.12%-3481.5pp | 561.29%-530.7pp |
| Employer contribution / active EE | $632 | $3,069-79.4% | $2,731-76.9% | $4,660-86.4% |
| Participant deferral / active EE | $1,539 | $4,783-67.8% | $4,000-61.5% | $6,688-77.0% |
| Admin fee / account holder | $1,257 | $5,539-77.3% | $3,998-68.5% | $13,397-90.6% |