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 7-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 | $24,362 | $81,625-70.2% | $58,482-58.3% | $139,434-82.5% |
| Participation rate | 29.2% | 61.3%-32.2pp | 50.9%-21.7pp | 80.3%-51.2pp |
| Annual return | 21.70% | 7404.20%-7382.5pp | 4239.32%-4217.6pp | 372.94%-351.2pp |
| Employer contribution / active EE | $774 | $1,398-44.6% | $1,053-26.5% | $4,751-83.7% |
| Participant deferral / active EE | $1,982 | $2,557-22.5% | $1,924+3.0% | $6,710-70.5% |
| Admin fee / account holder | $600 | $3,265-81.6% | $2,516-76.2% | $11,403-94.7% |