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 | $30,951 | $57,281-46.0% | $86,612-64.3% | $75,163-58.8% |
| Participation rate | 22.2% | 63.2%-41.0pp | 71.7%-49.5pp | 67.2%-45.0pp |
| Annual return | 38.97% | 2670.75%-2631.8pp | 591.07%-552.1pp | 160.62%-121.7pp |
| Employer contribution / active EE | $1,100 | $2,314-52.5% | $3,022-63.6% | $2,670-58.8% |
| Participant deferral / active EE | $955 | $3,318-71.2% | $4,438-78.5% | $4,125-76.8% |
| Admin fee / account holder | $2,674 | $4,112-35.0% | $5,614-52.4% | $5,651-52.7% |