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 | $58,152 | $209,832-72.3% | $189,513-69.3% | $167,490-65.3% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 15.09% | 748.27%-733.2pp | 555.15%-540.1pp | 478.56%-463.5pp |
| Employer contribution / active EE | $1,955 | $6,914-71.7% | $6,162-68.3% | $4,837-59.6% |
| Participant deferral / active EE | $10,982 | $8,935+22.9% | $8,221+33.6% | $6,341+73.2% |
| Admin fee / account holder | $586 | $14,293-95.9% | $12,045-95.1% | $12,309-95.2% |