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 | $33,490 | $82,630-59.5% | $64,105-47.8% | $125,391-73.3% |
| Participation rate | 44.4% | 75.9%-31.4pp | 68.2%-23.7pp | 83.2%-38.7pp |
| Annual return | 0.27% | 1489.72%-1489.5pp | 791.24%-791.0pp | 282.22%-282.0pp |
| Employer contribution / active EE | $296 | $2,671-88.9% | $1,820-83.7% | $4,866-93.9% |
| Participant deferral / active EE | $2,047 | $3,608-43.3% | $2,822-27.5% | $5,352-61.8% |
| Admin fee / account holder | $12,504 | $6,382+95.9% | $4,499+177.9% | $9,540+31.1% |