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 10-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 | $38,270 | $176,662-78.3% | $130,648-70.7% | $152,861-75.0% |
| Participation rate | 50.0% | 79.0%-29.0pp | 71.7%-21.7pp | 82.4%-32.4pp |
| Annual return | 14.77% | 2692.24%-2677.5pp | 1708.96%-1694.2pp | 345.32%-330.6pp |
| Employer contribution / active EE | $469 | $5,742-91.8% | $4,092-88.5% | $4,762-90.2% |
| Participant deferral / active EE | $784 | $4,361-82.0% | $3,603-78.2% | $5,850-86.6% |
| Admin fee / account holder | $1,903 | $7,133-73.3% | $5,464-65.2% | $11,596-83.6% |