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 | $37,799 | $127,777-70.4% | $106,548-64.5% | $167,490-77.4% |
| Participation rate | 50.0% | 78.3%-28.3pp | 76.1%-26.1pp | 82.1%-32.1pp |
| Annual return | 9.51% | 33.87%-24.4pp | 26.80%-17.3pp | 478.56%-469.1pp |
| Employer contribution / active EE | $1,183 | $3,427-65.5% | $2,819-58.0% | $4,837-75.5% |
| Participant deferral / active EE | $5,953 | $5,087+17.0% | $4,398+35.4% | $6,341-6.1% |
| Admin fee / account holder | $1,271 | $11,228-88.7% | $7,407-82.8% | $12,309-89.7% |