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 | $84,759 | $102,604-17.4% | $86,188-1.7% | $139,434-39.2% |
| Participation rate | 27.3% | 74.5%-47.2pp | 69.0%-41.7pp | 80.3%-53.0pp |
| Annual return | 15.58% | 1922.51%-1906.9pp | 1168.45%-1152.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $783 | $3,032-74.2% | $2,380-67.1% | $4,751-83.5% |
| Participant deferral / active EE | $1,256 | $4,676-73.1% | $3,985-68.5% | $6,710-81.3% |
| Admin fee / account holder | $7,068 | $8,657-18.3% | $6,852+3.2% | $11,403-38.0% |