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 | $33,495 | $109,817-69.5% | $98,442-66.0% | $167,490-80.0% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 11.97% | 1956.69%-1944.7pp | 1492.73%-1480.8pp | 478.56%-466.6pp |
| Employer contribution / active EE | $2,599 | $3,224-19.4% | $2,960-12.2% | $4,837-46.3% |
| Participant deferral / active EE | $5,137 | $4,673+9.9% | $4,276+20.1% | $6,341-19.0% |
| Admin fee / account holder | $3,352 | $6,753-50.4% | $5,949-43.7% | $12,309-72.8% |