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 | $103,849 | $124,185-16.4% | $108,410-4.2% | $167,490-38.0% |
| Participation rate | 33.3% | 82.3%-48.9pp | 80.1%-46.8pp | 82.1%-48.8pp |
| Annual return | 11.19% | 1379.64%-1368.5pp | 905.27%-894.1pp | 478.56%-467.4pp |
| Employer contribution / active EE | $1,361 | $4,187-67.5% | $3,558-61.7% | $4,837-71.9% |
| Participant deferral / active EE | $12,578 | $6,908+82.1% | $6,563+91.7% | $6,341+98.4% |
| Admin fee / account holder | $46,419 | $9,455+391.0% | $7,295+536.3% | $12,309+277.1% |