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 | $33,237 | $70,756-53.0% | $65,493-49.3% | $142,382-76.7% |
| Participation rate | 44.4% | 77.4%-32.9pp | 73.1%-28.6pp | 80.1%-35.7pp |
| Annual return | 12.30% | 1754.89%-1742.6pp | 982.45%-970.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,326 | $2,881-54.0% | $2,574-48.5% | $4,299-69.1% |
| Participant deferral / active EE | $3,526 | $4,637-24.0% | $3,961-11.0% | $6,507-45.8% |
| Admin fee / account holder | $10,362 | $6,559+58.0% | $5,028+106.1% | $12,624-17.9% |