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 | $75,614 | $109,817-31.1% | $98,442-23.2% | $167,490-54.9% |
| Participation rate | 20.0% | 75.8%-55.8pp | 73.3%-53.3pp | 82.1%-62.1pp |
| Annual return | 12.01% | 1956.69%-1944.7pp | 1492.73%-1480.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $948 | $3,224-70.6% | $2,960-68.0% | $4,837-80.4% |
| Participant deferral / active EE | $2,323 | $4,673-50.3% | $4,276-45.7% | $6,341-63.4% |
| Admin fee / account holder | $4,355 | $6,753-35.5% | $5,949-26.8% | $12,309-64.6% |