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 | $43,645 | $69,763-37.4% | $67,502-35.3% | $74,495-41.4% |
| Participation rate | 18.3% | 71.4%-53.1pp | 72.9%-54.6pp | 67.2%-48.9pp |
| Annual return | 14.05% | -40.34%+54.4pp | 3512.12%-3498.1pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $700 | $2,704-74.1% | $2,731-74.4% | $2,623-73.3% |
| Participant deferral / active EE | $1,472 | $3,636-59.5% | $4,000-63.2% | $4,346-66.1% |
| Admin fee / account holder | $8,736 | $896+875.1% | $3,998+118.5% | $1,942+349.9% |