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 | $33,602 | $70,606-52.4% | $53,898-37.7% | $142,382-76.4% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | 10.86% | 619.81%-609.0pp | 528.60%-517.7pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,133 | $1,202-5.7% | $932+21.6% | $4,299-73.6% |
| Participant deferral / active EE | $1,983 | $2,364-16.1% | $1,826+8.6% | $6,507-69.5% |
| Admin fee / account holder | $7,949 | $2,852+178.8% | $2,491+219.1% | $12,624-37.0% |