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 | $50,584 | $108,919-53.6% | $100,391-49.6% | $145,922-65.3% |
| Participation rate | 60.0% | 82.9%-22.9pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 12.81% | 57.88%-45.1pp | 49.20%-36.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $963 | $4,419-78.2% | $3,942-75.6% | $4,660-79.3% |
| Participant deferral / active EE | $6,715 | $8,445-20.5% | $8,082-16.9% | $6,688+0.4% |
| Admin fee / account holder | $1,024 | $9,689-89.4% | $7,899-87.0% | $13,397-92.4% |