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 4-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 | $30,642 | $30,400+0.8% | $53,898-43.1% | $84,808-63.9% |
| Participation rate | 67.6% | 46.4%+21.1pp | 55.0%+12.6pp | 68.3%-0.7pp |
| Annual return | 18.11% | 500.19%-482.1pp | 528.60%-510.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $800 | $603+32.8% | $932-14.1% | $2,631-69.6% |
| Participant deferral / active EE | $3,656 | $1,199+205.0% | $1,826+100.2% | $4,212-13.2% |
| Admin fee / account holder | $534 | $1,993-73.2% | $2,491-78.5% | $7,344-92.7% |