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 | $36,115 | $70,587-48.8% | $124,672-71.0% | $85,850-57.9% |
| Participation rate | 47.1% | 64.4%-17.4pp | 74.6%-27.6pp | 69.3%-22.3pp |
| Annual return | 17.25% | 20688.83%-20671.6pp | 5142.93%-5125.7pp | 318.53%-301.3pp |
| Employer contribution / active EE | $1,298 | $1,913-32.2% | $3,324-61.0% | $2,565-49.4% |
| Participant deferral / active EE | $2,658 | $2,969-10.5% | $4,614-42.4% | $3,952-32.7% |
| Admin fee / account holder | $2,085 | $5,282-60.5% | $7,493-72.2% | $6,260-66.7% |